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MWM
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
–
375
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
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1-Year Est. Return
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1-Year Est. Return
Capital Research Global Investors
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30.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Legal & General Group
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$432B AUM
29.4%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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