Nelson Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-470	Closed	-$29K	–	236
2019 Q3	$29K	Hold	470	–	–	0.01%	187
2019 Q2	$28K	Hold	470	–	–	0.01%	180
2019 Q1	$28K	Hold	470	–	–	0.01%	168
2018 Q4	$24K	Hold	470	–	–	0.01%	178
2018 Q3	$25K	Hold	470	–	–	0.01%	171
2018 Q2	$25K	Sell	470 -200	-30%	-$10.3K	0.01%	159
2018 Q1	$34K	Hold	670	–	–	0.01%	155
2017 Q4	$35K	Hold	670	–	–	0.01%	157
2017 Q3	$31K	Hold	670	–	–	0.01%	153
2017 Q2	$29K	Hold	670	–	–	0.01%	158
2017 Q1	$30K	Hold	670	–	–	0.01%	158
2016 Q4	$29K	Hold	670	–	–	0.01%	153
2016 Q3	$28K	Hold	670	–	–	0.01%	153
2016 Q2	$31K	Buy	670 +470	+235%	+$21.3K	0.01%	134
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	200
2015 Q4	$8K	Hold	200	–	–	﹤0.01%	207
2015 Q3	$8K	Hold	200	–	–	﹤0.01%	203
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	211
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	214
2014 Q4	$8K	Hold	200	–	–	﹤0.01%	245
2014 Q3	$7K	Hold	200	–	–	﹤0.01%	259
2014 Q2	$8K	Hold	200	–	–	﹤0.01%	254
2014 Q1	$8K	Hold	200	–	–	﹤0.01%	216
2013 Q4	$6K	Hold	200	–	–	﹤0.01%	209
2013 Q3	$7K	Hold	200	–	–	﹤0.01%	195
2013 Q2	$7K	Buy	+200	New	+$6.84K	﹤0.01%	196

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nelson Capital Management's PEG Position: Q4 2019 in Review

Nelson Capital Management sold out of Public Service Enterprise Group (PEG) in Q4 2019, closing a stake of 470 shares — an estimated $29K sold.

Nelson Capital Management first reported a position in PEG in Q2 2013 and held it in 26 quarters. The position peaked at $35K in Q4 2017. 877 funds tracked by Wall St. Rank hold PEG as of Q4 2019.

Nelson Capital Management reported no remaining Public Service Enterprise Group position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 470 Public Service Enterprise Group shares in Q4 2019, an estimated $29K.
Nelson Capital Management first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 26 quarters.
Nelson Capital Management's Public Service Enterprise Group position peaked at $35K in Q4 2017.
877 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.