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

Levy Wealth Management 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 Q2	$287K	Hold	3,893	–	–	0.07%	87
2024 Q1	$238K	Hold	3,893	–	–	0.07%	95
2023 Q4	$238K	Hold	3,893	–	–	0.07%	95
2023 Q3	$222K	Hold	3,893	–	–	0.07%	101
2023 Q2	$244K	Hold	3,893	–	–	0.07%	99
2023 Q1	$243K	Hold	3,893	–	–	0.07%	96
2022 Q4	$239K	Sell	3,893 -42	-1%	-$2.44K	0.08%	83
2022 Q3	$221K	Buy	3,935 +42	+1%	+$2.7K	0.1%	70
2022 Q2	$246K	Hold	3,893	–	–	0.11%	59
2022 Q1	$272K	Hold	3,893	–	–	0.11%	57
2021 Q4	$260K	Hold	3,893	–	–	0.12%	62
2021 Q3	$237K	Hold	3,893	–	–	0.13%	60
2021 Q2	$233K	Hold	3,893	–	–	0.13%	60
2021 Q1	$234K	Hold	3,893	–	–	0.15%	55
2020 Q4	$227K	Buy	+3,893	New	+$227K	0.16%	52

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Levy Wealth Management Group's PEG Position: Q2 2024 in Review

Levy Wealth Management Group held its Public Service Enterprise Group (PEG) position steady in Q2 2024 at 3,893 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #87.

Levy Wealth Management Group first reported a position in PEG in Q4 2020 and has held it in 15 quarters since. 1,079 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

Levy Wealth Management Group held 3,893 shares of Public Service Enterprise Group worth $287K as of Q2 2024.
Levy Wealth Management Group left its Public Service Enterprise Group share count unchanged in Q2 2024.
Public Service Enterprise Group made up 0.07% of Levy Wealth Management Group's portfolio in Q2 2024, its #87 holding.
Levy Wealth Management Group first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 15 quarters since.
1,079 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.