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

Regal 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 Q3	–	Sell	-3,222	Closed	-$204K	–	520
2022 Q2	$204K	Buy	3,222 +3	+0.1%	+$204	0.02%	458
2022 Q1	$225K	Sell	3,219 -4	-0.1%	-$265	0.02%	476
2021 Q4	$215K	Buy	+3,223	New	+$204K	0.02%	506
2015 Q4	–	Sell	-1,300	Closed	-$54K	–	703
2015 Q3	$54K	Buy	1,300 +400	+44%	+$16.3K	0.01%	421
2015 Q2	$35K	Hold	900	–	–	0.01%	478
2015 Q1	$38K	Hold	900	–	–	0.01%	463
2014 Q4	$37K	Sell	900 -150	-14%	-$6.04K	0.01%	438
2014 Q3	$39K	Hold	1,050	–	–	0.01%	446
2014 Q2	$43K	Buy	1,050 +50	+5%	+$1.94K	0.02%	407
2014 Q1	$38K	Sell	1,000 -288	-22%	-$9.94K	0.02%	391
2013 Q4	$41K	Buy	1,288 +288	+29%	+$9.53K	0.02%	321
2013 Q3	$33K	Sell	1,000 -45	-4%	-$1.49K	0.02%	375
2013 Q2	$34K	Buy	+1,045	New	+$35.7K	0.02%	351

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regal Investment Advisors's PEG Position: Q3 2022 in Review

Regal Investment Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2022, closing a stake of 3,222 shares — an estimated $204K sold.

Regal Investment Advisors first reported a position in PEG in Q2 2013 and held it in 13 quarters. The position peaked at $225K in Q1 2022. 907 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

Regal Investment Advisors reported no remaining Public Service Enterprise Group position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 3,222 Public Service Enterprise Group shares in Q3 2022, an estimated $204K.
Regal Investment Advisors first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 13 quarters.
Regal Investment Advisors's Public Service Enterprise Group position peaked at $225K in Q1 2022.
907 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.