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Planning Capital Management Corporation’s Public Service Enterprise Group PEG Stock Holding History

Planning Capital Management Corporation’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
Q3 		$77K Sell
863
-67
-7% -$5.35K 0.05% 150
2024
Q2 		$68.5K Buy
930
+16
+2% +$1.14K 0.05% 171
2024
Q1 		$61.1K Buy
914
+8
+0.9% +$490 0.04% 177
2023
Q4 		$55.4K Buy
+906
New +$55.7K 0.04% 184

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Planning Capital Management Corporation's PEG Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Public Service Enterprise Group (PEG) stake by 7.2% in Q3 2024, selling an estimated $5.35K and leaving 863 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #150.

Planning Capital Management Corporation first reported a position in PEG in Q4 2023 and has held it in 4 quarters since. 1,172 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

  • Planning Capital Management Corporation held 863 shares of Public Service Enterprise Group worth $77K as of Q3 2024.
  • Planning Capital Management Corporation sold 67 Public Service Enterprise Group shares in Q3 2024, an estimated $5.35K.
  • Public Service Enterprise Group made up 0.05% of Planning Capital Management Corporation's portfolio in Q3 2024, its #150 holding.
  • Planning Capital Management Corporation first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 4 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.