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Planned Solutions’s Public Service Enterprise Group PEG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,975
Closed -$176K – 478
2024
Q3 		$176K Buy
+1,975
New +$158K 0.07% 128

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's PEG Position: Q4 2024 in Review

Planned Solutions sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 1,975 shares — an estimated $176K sold.

Planned Solutions first reported a position in PEG in Q3 2024 and held it in 1 quarter. The position peaked at $176K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Planned Solutions reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,975 Public Service Enterprise Group shares in Q4 2024, an estimated $176K.
  • Planned Solutions first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Public Service Enterprise Group position peaked at $176K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.