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Lake Street Advisors Group’s Public Service Enterprise Group PEG Stock Holding History

Lake Street Advisors 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
Q4 		$365K Buy
4,318
+1
+0% +$89 0.02% 396
2024
Q3 		$385K Buy
4,317
+82
+2% +$6.54K 0.02% 389
2024
Q2 		$312K Sell
4,235
-143
-3% -$10.2K 0.02% 437
2024
Q1 		$292K Buy
4,378
+33
+0.8% +$2.02K 0.01% 465
2023
Q4 		$266K Buy
+4,345
New +$267K 0.01% 477

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's PEG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Public Service Enterprise Group (PEG) stake by 0.02% in Q4 2024, buying an estimated $89 and bringing the position to 4,318 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #396.

Lake Street Advisors Group first reported a position in PEG in Q4 2023 and has held it in 5 quarters since. The position peaked at $385K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Lake Street Advisors Group held 4,318 shares of Public Service Enterprise Group worth $365K as of Q4 2024.
  • Lake Street Advisors Group bought 1 Public Service Enterprise Group share in Q4 2024, an estimated $89.
  • Public Service Enterprise Group made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #396 holding.
  • Lake Street Advisors Group first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Public Service Enterprise Group position peaked at $385K in Q3 2024.
  • 1,244 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.