OWP
PEG icon

Obermeyer Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Obermeyer Wealth Partners’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
2024
Q2 		– Sell
-3,075
Closed -$205K – 259
2024
Q1 		$205K Buy
+3,075
New +$188K 0.01% 246

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Obermeyer Wealth Partners's PEG Position: Q2 2024 in Review

Obermeyer Wealth Partners sold out of Public Service Enterprise Group (PEG) in Q2 2024, closing a stake of 3,075 shares — an estimated $205K sold.

Obermeyer Wealth Partners first reported a position in PEG in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

  • Obermeyer Wealth Partners reported no remaining Public Service Enterprise Group position as of Q2 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,075 Public Service Enterprise Group shares in Q2 2024, an estimated $205K.
  • Obermeyer Wealth Partners first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Public Service Enterprise Group position peaked at $205K in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2024, filed 1 Aug 2024.