KIG
PEG icon

Kowal Investment Group’s Public Service Enterprise Group PEG Stock Holding History

Kowal Investment Group’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
2024
Q3 		$567K Buy
6,359
+378
+6% +$30.2K 0.1% 105
2024
Q2 		$441K Buy
5,981
+160
+3% +$11.4K 0.09% 111
2024
Q1 		$389K Buy
5,821
+1,536
+36% +$94.1K 0.08% 118
2023
Q4 		$262K Sell
4,285
-797
-16% -$49K 0.06% 140
2023
Q3 		$289K Buy
+5,082
New +$312K 0.08% 115
2021
Q4 		– Sell
-360
Closed -$22K – 689
2021
Q3 		$22K Buy
+360
New +$22.5K 0.01% 370

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kowal Investment Group's PEG Position: Q3 2024 in Review

Kowal Investment Group increased its Public Service Enterprise Group (PEG) stake by 6.3% in Q3 2024, buying an estimated $30.2K and bringing the position to 6,359 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #105.

Kowal Investment Group first reported a position in PEG in Q3 2021 and has held it in 6 quarters since. 1,171 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

  • Kowal Investment Group held 6,359 shares of Public Service Enterprise Group worth $567K as of Q3 2024.
  • Kowal Investment Group bought 378 Public Service Enterprise Group shares in Q3 2024, an estimated $30.2K.
  • Public Service Enterprise Group made up 0.1% of Kowal Investment Group's portfolio in Q3 2024, its #105 holding.
  • Kowal Investment Group first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 6 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.