RWPA
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Richard W. Paul & Associates’s Public Service Enterprise Group PEG Stock Holding History

Richard W. Paul & Associates’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
2023
Q3 		– Sell
-22
Closed -$1.38K – 549
2023
Q2 		$1.38K Hold
22
– – ﹤0.01% 454
2023
Q1 		$1.37K Sell
22
-1
-4% -$61 ﹤0.01% 460
2022
Q4 		$1.41K Buy
+23
New +$1.33K ﹤0.01% 450

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Richard W. Paul & Associates's PEG Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Public Service Enterprise Group (PEG) in Q3 2023, closing a stake of 22 shares — an estimated $1.38K sold.

Richard W. Paul & Associates first reported a position in PEG in Q4 2022 and held it in 3 quarters. The position peaked at $1.41K in Q4 2022. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining Public Service Enterprise Group position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 22 Public Service Enterprise Group shares in Q3 2023, an estimated $1.38K.
  • Richard W. Paul & Associates first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's Public Service Enterprise Group position peaked at $1.41K in Q4 2022.
  • 927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.