Retirement Planning Company of New England’s Public Service Enterprise Group PEG Stock Holding History

Retirement Planning Company of New England’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	-2,414	Closed	-$215K	–	239
2024 Q3	$215K	Buy	+2,414	New	+$193K	0.11%	210
2023 Q3	–	Sell	-3,328	Closed	-$208K	–	226
2023 Q2	$208K	Sell	3,328 -129	-4%	-$8.05K	0.12%	205
2023 Q1	$216K	Buy	3,457 +11	+0.3%	+$666	0.13%	199
2022 Q4	$211K	Buy	+3,446	New	+$200K	0.14%	193
2022 Q3	–	Sell	-3,420	Closed	-$216K	–	215
2022 Q2	$216K	Buy	3,420 +11	+0.3%	+$748	0.15%	186
2022 Q1	$238K	Buy	3,409 +10	+0.3%	+$662	0.13%	198
2021 Q4	$226K	Buy	+3,399	New	+$215K	0.11%	196

Other funds holding PEG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Company of New England's PEG Position: Q4 2024 in Review

Retirement Planning Company of New England sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 2,414 shares — an estimated $215K sold.

Retirement Planning Company of New England first reported a position in PEG in Q4 2021 and held it in 7 quarters. The position peaked at $238K in Q1 2022. 1,245 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

Retirement Planning Company of New England reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
Retirement Planning Company of New England sold 2,414 Public Service Enterprise Group shares in Q4 2024, an estimated $215K.
Retirement Planning Company of New England first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 7 quarters.
Retirement Planning Company of New England's Public Service Enterprise Group position peaked at $238K in Q1 2022.
1,245 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Retirement Planning Company of New England's 13F filing for Q4 2024, filed 10 Feb 2025.