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

Moran 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
Q3 		– Sell
-7,091
Closed -$444K – 408
2023
Q2 		$444K Sell
7,091
-11,249
-61% -$702K 0.02% 310
2023
Q1 		$1.15M Sell
18,340
-204,272
-92% -$12.4M 0.04% 250
2022
Q4 		$13.6M Buy
+222,612
New +$12.9M 0.52% 64

Other funds holding PEG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Moran Wealth Management's PEG Position: Q3 2023 in Review

Moran Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2023, closing a stake of 7,091 shares — an estimated $444K sold.

Moran Wealth Management first reported a position in PEG in Q4 2022 and held it in 3 quarters. The position peaked at $13.6M in Q4 2022. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

  • Moran Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 7,091 Public Service Enterprise Group shares in Q3 2023, an estimated $444K.
  • Moran Wealth Management first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Public Service Enterprise Group position peaked at $13.6M in Q4 2022.
  • 927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.