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Lee Financial’s Public Service Enterprise Group PEG Stock Holding History

Lee Financial’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
Q1 		– Sell
-49
Closed -$3K – 626
2023
Q4 		$3K Hold
49
– – ﹤0.01% 658
2023
Q3 		$2.79K Hold
49
– – ﹤0.01% 615
2023
Q2 		$3.07K Hold
49
– – ﹤0.01% 578
2023
Q1 		$3.06K Sell
49
-9
-16% -$545 ﹤0.01% 594
2022
Q4 		$3.55K Buy
58
+49
+544% +$2.84K ﹤0.01% 600
2022
Q3 		$1K Buy
+9
New +$580 ﹤0.01% 775
2022
Q1 		– Sell
-35
Closed -$2K – 908
2021
Q4 		$2K Buy
+35
New +$2.21K ﹤0.01% 768
2018
Q3 		– Sell
-168
Closed -$9K – 639
2018
Q2 		$9K Sell
168
-29
-15% -$1.49K ﹤0.01% 510
2018
Q1 		$10K Buy
+197
New +$9.67K ﹤0.01% 473
2017
Q3 		– Sell
-44
Closed -$2K – 516
2017
Q2 		$2K Buy
+44
New +$1.95K ﹤0.01% 469

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee Financial's PEG Position: Q1 2024 in Review

Lee Financial sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 49 shares — an estimated $3K sold.

Lee Financial first reported a position in PEG in Q2 2017 and held it in 10 quarters. The position peaked at $10K in Q1 2018. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • Lee Financial reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 49 Public Service Enterprise Group shares in Q1 2024, an estimated $3K.
  • Lee Financial first reported a position in Public Service Enterprise Group in Q2 2017 and held it in 10 quarters.
  • Lee Financial's Public Service Enterprise Group position peaked at $10K in Q1 2018.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.