Klaas Financial Asset Advisors’s Public Service Enterprise Group PEG Stock Holding History

Klaas Financial Asset Advisors’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-301	Closed	-$17K	–	71
2022 Q3	$17K	Hold	301	–	–	﹤0.01%	65
2022 Q2	$19K	Hold	301	–	–	﹤0.01%	61
2022 Q1	$21K	Hold	301	–	–	﹤0.01%	61
2021 Q4	$20K	Buy	301 +2	+0.7%	+$127	﹤0.01%	61
2021 Q3	$18K	Buy	299 +3	+1%	+$187	﹤0.01%	62
2021 Q2	$18K	Buy	296 +2	+0.7%	+$124	﹤0.01%	65
2021 Q1	$18K	Sell	294 -212	-42%	-$12.2K	0.01%	57
2020 Q4	$30K	Buy	+506	New	+$29.5K	0.01%	47

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Klaas Financial Asset Advisors's PEG Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2022, closing a stake of 301 shares — an estimated $17K sold.

Klaas Financial Asset Advisors first reported a position in PEG in Q4 2020 and held it in 8 quarters. The position peaked at $30K in Q4 2020. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

Klaas Financial Asset Advisors reported no remaining Public Service Enterprise Group position as of Q4 2022 after selling out during the quarter.
Klaas Financial Asset Advisors sold 301 Public Service Enterprise Group shares in Q4 2022, an estimated $17K.
Klaas Financial Asset Advisors first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 8 quarters.
Klaas Financial Asset Advisors's Public Service Enterprise Group position peaked at $30K in Q4 2020.
943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.