LCGC
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Legacy Capital Group California’s Public Service Enterprise Group PEG Stock Holding History

Legacy Capital Group California’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
-14,086
Closed -$861K – 314
2023
Q4 		$861K Sell
14,086
-103
-0.7% -$6.33K 0.33% 80
2023
Q3 		$807K Buy
+14,189
New +$872K 0.35% 84

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Invesco
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Legal & General Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
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Legacy Capital Group California's PEG Position: Q1 2024 in Review

Legacy Capital Group California sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 14,086 shares — an estimated $861K sold.

Legacy Capital Group California first reported a position in PEG in Q3 2023 and held it in 2 quarters. The position peaked at $861K in Q4 2023. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • Legacy Capital Group California reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 14,086 Public Service Enterprise Group shares in Q1 2024, an estimated $861K.
  • Legacy Capital Group California first reported a position in Public Service Enterprise Group in Q3 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Public Service Enterprise Group position peaked at $861K in Q4 2023.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.