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

PFG Private Wealth 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
2023 Q4	–	Sell	-539	Closed	-$30.7K	–	280
2023 Q3	$30.7K	Sell	539 -1,025	-66%	-$63K	0.02%	142
2023 Q2	$97.9K	Buy	1,564 +5	+0.3%	+$312	0.06%	105
2023 Q1	$97.4K	Sell	1,559 -6	-0.4%	-$363	0.06%	99
2022 Q4	$96K	Sell	1,565 -20	-1%	-$1.16K	0.06%	91
2022 Q3	$89K	Hold	1,585	–	–	0.06%	84
2022 Q2	$100K	Buy	1,585 +8	+0.5%	+$544	0.06%	100
2022 Q1	$110K	Buy	+1,577	New	+$104K	0.06%	104

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 $3.38T AUM 44.17% 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

PFG Private Wealth Management's PEG Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 539 shares — an estimated $30.7K sold.

PFG Private Wealth Management first reported a position in PEG in Q1 2022 and held it in 7 quarters. The position peaked at $110K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

PFG Private Wealth Management reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 539 Public Service Enterprise Group shares in Q4 2023, an estimated $30.7K.
PFG Private Wealth Management first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 7 quarters.
PFG Private Wealth Management's Public Service Enterprise Group position peaked at $110K in Q1 2022.
1,009 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.