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

MinichMacGregor Wealth Management’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 Q1	–	Sell	-1,317	Closed	-$80.7K	–	476
2022 Q4	$80.7K	Buy	+1,317	New	+$76.5K	0.03%	136
2018 Q4	–	Sell	-1,096	Closed	-$57K	–	374
2018 Q3	$57K	Hold	1,096	–	–	0.04%	117
2018 Q2	$59K	Hold	1,096	–	–	0.04%	104
2018 Q1	$55K	Sell	1,096 -25	-2%	-$1.23K	0.04%	106
2017 Q4	$57K	Hold	1,121	–	–	0.04%	101
2017 Q3	$51K	Sell	1,121 -500	-31%	-$22.6K	0.04%	106
2017 Q2	$69K	Hold	1,621	–	–	0.06%	81
2017 Q1	$71K	Buy	1,621 +1	+0.1%	+$44	0.06%	78
2016 Q4	$71K	Hold	1,620	–	–	0.07%	83
2016 Q3	$67K	Hold	1,620	–	–	0.06%	89
2016 Q2	$75K	Hold	1,620	–	–	0.07%	81
2016 Q1	$76K	Buy	1,620 +1	+0.1%	+$42	0.07%	79
2015 Q4	$69K	Buy	+1,619	New	+$64.9K	0.06%	82

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MinichMacGregor Wealth Management's PEG Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2023, closing a stake of 1,317 shares — an estimated $80.7K sold.

MinichMacGregor Wealth Management first reported a position in PEG in Q4 2015 and held it in 13 quarters. The position peaked at $80.7K in Q4 2022. 931 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,317 Public Service Enterprise Group shares in Q1 2023, an estimated $80.7K.
MinichMacGregor Wealth Management first reported a position in Public Service Enterprise Group in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Public Service Enterprise Group position peaked at $80.7K in Q4 2022.
931 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.