Realta Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Realta Investment 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
2022 Q2	–	Sell	-3,212	Closed	-$225K	–	426
2022 Q1	$225K	Buy	+3,212	New	+$213K	0.04%	360
2020 Q1	–	Sell	-22	Closed	-$1K	–	1071
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1549
2019 Q3	$1K	Sell	22 -13,246	-100%	-$791K	﹤0.01%	1565
2019 Q2	$780K	Buy	13,268 +12,635	+1,996%	+$753K	0.22%	106
2019 Q1	$37K	Buy	+633	New	+$35.4K	0.02%	624

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Realta Investment Advisors's PEG Position: Q2 2022 in Review

Realta Investment Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2022, closing a stake of 3,212 shares — an estimated $225K sold.

Realta Investment Advisors first reported a position in PEG in Q1 2019 and held it in 5 quarters. The position peaked at $780K in Q2 2019. 942 funds tracked by Wall St. Rank hold PEG as of Q2 2022.

Realta Investment Advisors reported no remaining Public Service Enterprise Group position as of Q2 2022 after selling out during the quarter.
Realta Investment Advisors sold 3,212 Public Service Enterprise Group shares in Q2 2022, an estimated $225K.
Realta Investment Advisors first reported a position in Public Service Enterprise Group in Q1 2019 and held it in 5 quarters.
Realta Investment Advisors's Public Service Enterprise Group position peaked at $780K in Q2 2019.
942 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.