PFS Investments’s Public Service Enterprise Group PEG Stock Holding History

PFS Investments’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 Q4	–	Sell	-24,870	Closed	-$1.4K	–	456
2022 Q3	$1.4K	Buy	24,870 +2,350	+10%	+$151K	0.03%	306
2022 Q2	$1.43M	Sell	22,520 -7,142	-24%	-$486K	0.03%	305
2022 Q1	$2.08M	Sell	29,662 -14,722	-33%	-$975K	0.04%	275
2021 Q4	$2.96M	Sell	44,384 -1,647	-4%	-$104K	0.06%	239
2021 Q3	$2.86M	Buy	46,031 +1,266	+3%	+$79.1K	0.06%	234
2021 Q2	$2.71M	Buy	44,765 +2,122	+5%	+$131K	0.06%	222
2021 Q1	$2.57M	Buy	42,643 +1,871	+5%	+$108K	0.07%	215
2020 Q4	$2.32M	Buy	40,772 +5,046	+14%	+$294K	0.07%	208
2020 Q3	$1.96M	Buy	35,726 +4,163	+13%	+$220K	0.07%	190
2020 Q2	$1.55M	Buy	+31,563	New	+$1.57M	0.06%	180

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PFS Investments's PEG Position: Q4 2022 in Review

PFS Investments sold out of Public Service Enterprise Group (PEG) in Q4 2022, closing a stake of 24,870 shares — an estimated $1.4K sold.

PFS Investments first reported a position in PEG in Q2 2020 and held it in 10 quarters. The position peaked at $2.96M in Q4 2021. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

PFS Investments reported no remaining Public Service Enterprise Group position as of Q4 2022 after selling out during the quarter.
PFS Investments sold 24,870 Public Service Enterprise Group shares in Q4 2022, an estimated $1.4K.
PFS Investments first reported a position in Public Service Enterprise Group in Q2 2020 and held it in 10 quarters.
PFS Investments's Public Service Enterprise Group position peaked at $2.96M in Q4 2021.
943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on PFS Investments's 13F filing for Q4 2022, filed 14 Feb 2023.