Lenox Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$246K	Buy	3,419 +4	+0.1%	+$265	0.03%	95
2021 Q4	$228K	Buy	3,415 +24	+0.7%	+$1.52K	0.03%	103
2021 Q3	$207K	Hold	3,391	–	–	0.03%	100
2021 Q2	$203K	Buy	3,391 +461	+16%	+$28.5K	0.03%	102
2021 Q1	$176K	Hold	2,930	–	–	0.02%	91
2020 Q4	$171K	Hold	2,930	–	–	0.02%	93
2020 Q3	$161K	Hold	2,930	–	–	0.02%	89
2020 Q2	$144K	Hold	2,930	–	–	0.02%	86
2020 Q1	$132K	Hold	2,930	–	–	0.02%	84
2019 Q4	$173K	Hold	2,930	–	–	0.03%	89
2019 Q3	$182K	Hold	2,930	–	–	0.03%	83
2019 Q2	$172K	Hold	2,930	–	–	0.03%	82
2019 Q1	$174K	Hold	2,930	–	–	0.03%	77
2018 Q4	$153K	Hold	2,930	–	–	0.03%	78
2018 Q3	$155K	Hold	2,930	–	–	0.03%	85
2018 Q2	$159K	Hold	2,930	–	–	0.04%	69
2018 Q1	$147K	Hold	2,930	–	–	0.03%	77
2017 Q4	$151K	Hold	2,930	–	–	0.04%	55
2017 Q3	$136K	Hold	2,930	–	–	0.04%	36
2017 Q2	$126K	Sell	2,930 -3,247	-53%	-$144K	0.04%	33
2017 Q1	$274K	Buy	+6,177	New	+$273K	0.08%	20
2016 Q4	–	Sell	-4,002	Closed	-$168K	–	163
2016 Q3	$168K	Hold	4,002	–	–	0.05%	38
2016 Q2	$187K	Hold	4,002	–	–	0.06%	39
2016 Q1	$189K	Sell	4,002 -85	-2%	-$3.61K	0.06%	39
2015 Q4	$158K	Buy	4,087 +85	+2%	+$3.41K	0.05%	41
2015 Q3	$169K	Hold	4,002	–	–	0.06%	38
2015 Q2	$157K	Hold	4,002	–	–	0.07%	37
2015 Q1	$168K	Hold	4,002	–	–	0.07%	39
2014 Q4	$166K	Hold	4,002	–	–	0.07%	37
2014 Q3	$149K	Hold	4,002	–	–	0.07%	34
2014 Q2	$155K	Hold	4,002	–	–	0.07%	26
2014 Q1	$150K	Hold	4,002	–	–	0.09%	25
2013 Q4	$128K	Buy	+4,002	New	+$132K	0.09%	32

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's PEG Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 0.12% in Q1 2022, buying an estimated $265 and bringing the position to 3,419 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #95.

Lenox Wealth Advisors first reported a position in PEG in Q4 2013 and has held it in 33 quarters since. The position peaked at $274K in Q1 2017. 997 funds tracked by Wall St. Rank hold PEG as of Q1 2022.

Lenox Wealth Advisors held 3,419 shares of Public Service Enterprise Group worth $246K as of Q1 2022.
Lenox Wealth Advisors bought 4 Public Service Enterprise Group shares in Q1 2022, an estimated $265.
Public Service Enterprise Group made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #95 holding.
Lenox Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2013 and has held it in 33 quarters since.
Lenox Wealth Advisors's Public Service Enterprise Group position peaked at $274K in Q1 2017.
997 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.