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Reston Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Reston Wealth Management’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
2024
Q4 		– Sell
-1,747
Closed -$156K – 320
2024
Q3 		$156K Buy
+1,747
New +$139K 0.06% 61

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Bank of America
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Geode Capital Management
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Ameriprise
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Invesco
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Reston Wealth Management's PEG Position: Q4 2024 in Review

Reston Wealth Management sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 1,747 shares — an estimated $156K sold.

Reston Wealth Management first reported a position in PEG in Q3 2024 and held it in 1 quarter. The position peaked at $156K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Reston Wealth Management reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1,747 Public Service Enterprise Group shares in Q4 2024, an estimated $156K.
  • Reston Wealth Management first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Public Service Enterprise Group position peaked at $156K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.