Personal Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Personal Capital Advisors’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
2022 Q3	–	Sell	-3,212	Closed	-$203K	–	466
2022 Q2	$203K	Sell	3,212 -22	-0.7%	-$1.5K	﹤0.01%	426
2022 Q1	$226K	Sell	3,234 -405	-11%	-$26.8K	﹤0.01%	455
2021 Q4	$243K	Buy	+3,639	New	+$230K	﹤0.01%	482
2020 Q1	–	Sell	-4,946	Closed	-$292K	–	389
2019 Q4	$292K	Buy	4,946 +283	+6%	+$17.2K	﹤0.01%	329
2019 Q3	$289K	Buy	4,663 +122	+3%	+$7.29K	﹤0.01%	300
2019 Q2	$267K	Buy	4,541 +1,106	+32%	+$65.9K	﹤0.01%	282
2019 Q1	$204K	Buy	+3,435	New	+$192K	﹤0.01%	315

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Personal Capital Advisors's PEG Position: Q3 2022 in Review

Personal Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2022, closing a stake of 3,212 shares — an estimated $203K sold.

Personal Capital Advisors first reported a position in PEG in Q1 2019 and held it in 7 quarters. The position peaked at $292K in Q4 2019. 907 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

Personal Capital Advisors reported no remaining Public Service Enterprise Group position as of Q3 2022 after selling out during the quarter.
Personal Capital Advisors sold 3,212 Public Service Enterprise Group shares in Q3 2022, an estimated $203K.
Personal Capital Advisors first reported a position in Public Service Enterprise Group in Q1 2019 and held it in 7 quarters.
Personal Capital Advisors's Public Service Enterprise Group position peaked at $292K in Q4 2019.
907 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Personal Capital Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.