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RIA
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
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$6.9T AUM
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1-Year Est. Return
State Street
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$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
$653B AUM
32.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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