Oxler Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Oxler Private Wealth’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 Q4	–	Sell	-12,869	Closed	-$732K	–	89
2023 Q3	$732K	Buy	12,869 +124	+1%	+$7.62K	0.37%	56
2023 Q2	$798K	Buy	12,745 +116	+0.9%	+$7.24K	0.38%	55
2023 Q1	$789K	Buy	12,629 +117	+0.9%	+$7.09K	0.39%	57
2022 Q4	$767K	Buy	12,512 +109	+0.9%	+$6.33K	0.41%	56
2022 Q3	$697K	Buy	12,403 +111	+0.9%	+$7.15K	0.39%	59
2022 Q2	$778K	Buy	12,292 +104	+0.9%	+$7.07K	0.37%	62
2022 Q1	$853K	Buy	12,188 +96	+0.8%	+$6.36K	0.38%	66
2021 Q4	$806K	Buy	12,092 +92	+0.8%	+$5.82K	0.33%	74
2021 Q3	$730K	Hold	12,000	–	–	0.32%	84
2021 Q2	$716K	Hold	12,000	–	–	0.31%	87
2021 Q1	$722K	Hold	12,000	–	–	0.37%	73
2020 Q4	$699K	Buy	+12,000	New	+$699K	0.39%	59

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Oxler Private Wealth's PEG Position: Q4 2023 in Review

Oxler Private Wealth sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 12,869 shares — an estimated $732K sold.

Oxler Private Wealth first reported a position in PEG in Q4 2020 and held it in 12 quarters. The position peaked at $853K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

Oxler Private Wealth reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
Oxler Private Wealth sold 12,869 Public Service Enterprise Group shares in Q4 2023, an estimated $732K.
Oxler Private Wealth first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 12 quarters.
Oxler Private Wealth's Public Service Enterprise Group position peaked at $853K in Q1 2022.
1,009 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on Oxler Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.