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

SFG 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
2023
Q1 		– Sell
-3,405
Closed -$209K – 86
2022
Q4 		$209K Sell
3,405
-3,949
-54% -$229K 0.26% 75
2022
Q3 		$414K Hold
7,354
– – 0.56% 41
2022
Q2 		$465K Hold
7,354
– – 0.54% 43
2022
Q1 		$515K Hold
7,354
– – 0.48% 46
2021
Q4 		$491K Buy
+7,354
New +$465K 0.44% 53

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFG Wealth Management's PEG Position: Q1 2023 in Review

SFG Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2023, closing a stake of 3,405 shares — an estimated $209K sold.

SFG Wealth Management first reported a position in PEG in Q4 2021 and held it in 5 quarters. The position peaked at $515K in Q1 2022. 930 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

  • SFG Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2023 after selling out during the quarter.
  • SFG Wealth Management sold 3,405 Public Service Enterprise Group shares in Q1 2023, an estimated $209K.
  • SFG Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 5 quarters.
  • SFG Wealth Management's Public Service Enterprise Group position peaked at $515K in Q1 2022.
  • 930 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on SFG Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.