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

Private 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
2023 Q3	–	Sell	-3,700	Closed	-$232K	–	97
2023 Q2	$232K	Hold	3,700	–	–	0.04%	71
2023 Q1	$231K	Hold	3,700	–	–	0.04%	74
2022 Q4	$227K	Hold	3,700	–	–	0.04%	66
2022 Q3	$208K	Hold	3,700	–	–	0.04%	72
2022 Q2	$234K	Hold	3,700	–	–	0.04%	72
2022 Q1	$259K	Buy	+3,700	New	+$245K	0.04%	83

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Private Capital Advisors's PEG Position: Q3 2023 in Review

Private Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2023, closing a stake of 3,700 shares — an estimated $232K sold.

Private Capital Advisors first reported a position in PEG in Q1 2022 and held it in 6 quarters. The position peaked at $259K in Q1 2022. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

Private Capital Advisors reported no remaining Public Service Enterprise Group position as of Q3 2023 after selling out during the quarter.
Private Capital Advisors sold 3,700 Public Service Enterprise Group shares in Q3 2023, an estimated $232K.
Private Capital Advisors first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 6 quarters.
Private Capital Advisors's Public Service Enterprise Group position peaked at $259K in Q1 2022.
927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Private Capital Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.