LFA
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LGT Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-19
Closed -$1.08K – 954
2023
Q3 		$1.08K Buy
+19
New +$1.17K ﹤0.01% 876

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JP Morgan Chase
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Geode Capital Management
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Invesco
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
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Neuberger Berman Group
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LGT Financial Advisors's PEG Position: Q4 2023 in Review

LGT Financial Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 19 shares — an estimated $1.08K sold.

LGT Financial Advisors first reported a position in PEG in Q3 2023 and held it in 1 quarter. The position peaked at $1.08K in Q3 2023. 1,009 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

  • LGT Financial Advisors reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 19 Public Service Enterprise Group shares in Q4 2023, an estimated $1.08K.
  • LGT Financial Advisors first reported a position in Public Service Enterprise Group in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Public Service Enterprise Group position peaked at $1.08K in Q3 2023.
  • 1,009 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.