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Regent Peak Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-1,175
Closed -$69K – 741
2020
Q4 		$69K Buy
+1,175
New +$68.4K 0.02% 262

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Capital Research Global Investors
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JP Morgan Chase
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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
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Regent Peak Wealth Advisors's PEG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2021, closing a stake of 1,175 shares — an estimated $69K sold.

Regent Peak Wealth Advisors first reported a position in PEG in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 872 funds tracked by Wall St. Rank hold PEG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,175 Public Service Enterprise Group shares in Q1 2021, an estimated $69K.
  • Regent Peak Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Public Service Enterprise Group position peaked at $69K in Q4 2020.
  • 872 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.