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Semus Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Semus Wealth Partners’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
Q2 		– Sell
-9,258
Closed -$618K – 128
2024
Q1 		$618K Hold
9,258
– – 0.52% 39
2023
Q4 		$566K Buy
+9,258
New +$569K 0.46% 45

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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Semus Wealth Partners's PEG Position: Q2 2024 in Review

Semus Wealth Partners sold out of Public Service Enterprise Group (PEG) in Q2 2024, closing a stake of 9,258 shares — an estimated $618K sold.

Semus Wealth Partners first reported a position in PEG in Q4 2023 and held it in 2 quarters. The position peaked at $618K in Q1 2024. 1,079 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

  • Semus Wealth Partners reported no remaining Public Service Enterprise Group position as of Q2 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 9,258 Public Service Enterprise Group shares in Q2 2024, an estimated $618K.
  • Semus Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 2 quarters.
  • Semus Wealth Partners's Public Service Enterprise Group position peaked at $618K in Q1 2024.
  • 1,079 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Semus Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.