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MPS Loria Financial Planners’s Public Service Enterprise Group PEG Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-44
Closed -$2K – 442
2021
Q1 		$2K Hold
44
– – ﹤0.01% 450
2020
Q4 		$2K Buy
+44
New +$2.56K ﹤0.01% 483

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MPS Loria Financial Planners's PEG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Public Service Enterprise Group (PEG) in Q2 2021, closing a stake of 44 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in PEG in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 870 funds tracked by Wall St. Rank hold PEG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Public Service Enterprise Group position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 44 Public Service Enterprise Group shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Public Service Enterprise Group position peaked at $2K in Q1 2021.
  • 870 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.