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Maxwell Wealth Strategies’s Public Service Enterprise Group PEG Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$729K Sell
8,626
-2
-0% -$177 0.3% 72
2024
Q3 		$723K Buy
+8,628
New +$689K 0.31% 72

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maxwell Wealth Strategies's PEG Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Public Service Enterprise Group (PEG) stake by 0.02% in Q4 2024, selling an estimated $177 and leaving 8,626 shares worth $729K. The position accounts for 0.3% of the portfolio, ranked #72.

Maxwell Wealth Strategies first reported a position in PEG in Q3 2024 and has held it in 2 quarters since. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Maxwell Wealth Strategies held 8,626 shares of Public Service Enterprise Group worth $729K as of Q4 2024.
  • Maxwell Wealth Strategies sold 2 Public Service Enterprise Group shares in Q4 2024, an estimated $177.
  • Public Service Enterprise Group made up 0.3% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #72 holding.
  • Maxwell Wealth Strategies first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 2 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.