Laidlaw Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Laidlaw Wealth Management’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
2023 Q3	–	Sell	-3,858	Closed	-$242K	–	339
2023 Q2	$242K	Sell	3,858 -83	-2%	-$5.18K	0.05%	299
2023 Q1	$246K	Buy	3,941 +1	+0%	+$61	0.05%	292
2022 Q4	$241K	Sell	3,940 -113	-3%	-$6.56K	0.05%	301
2022 Q3	$228K	Sell	4,053 -600	-13%	-$38.6K	0.05%	278
2022 Q2	$294K	Sell	4,653 -540	-10%	-$36.7K	0.06%	270
2022 Q1	$364K	Sell	5,193 -62	-1%	-$4.1K	0.06%	271
2021 Q4	$351K	Buy	+5,255	New	+$333K	0.06%	277
2021 Q1	–	Sell	-4,611	Closed	-$269K	–	318
2020 Q4	$269K	Buy	+4,611	New	+$268K	0.06%	284

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Laidlaw Wealth Management's PEG Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2023, closing a stake of 3,858 shares — an estimated $242K sold.

Laidlaw Wealth Management first reported a position in PEG in Q4 2020 and held it in 8 quarters. The position peaked at $364K in Q1 2022. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

Laidlaw Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 3,858 Public Service Enterprise Group shares in Q3 2023, an estimated $242K.
Laidlaw Wealth Management first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Public Service Enterprise Group position peaked at $364K in Q1 2022.
927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.