SFMG Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

SFMG Wealth Advisors’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 Q2	–	Sell	-43,108	Closed	-$2.69M	–	267
2023 Q1	$2.69M	Buy	43,108 +1,744	+4%	+$106K	0.29%	51
2022 Q4	$2.53M	Sell	41,364 -3,839	-8%	-$223K	0.28%	54
2022 Q3	$2.42M	Buy	45,203 +5,754	+15%	+$371K	0.28%	52
2022 Q2	$2.5M	Buy	39,449 +4,748	+14%	+$323K	0.29%	50
2022 Q1	$2.43M	Buy	34,701 +6,205	+22%	+$411K	0.24%	56
2021 Q4	$1.9M	Buy	28,496 +5,756	+25%	+$364K	0.18%	72
2021 Q3	$1.39M	Buy	22,740 +7,621	+50%	+$476K	0.15%	76
2021 Q2	$903K	Buy	15,119 +1,944	+15%	+$120K	0.1%	97
2021 Q1	$793K	Buy	13,175 +1,970	+18%	+$114K	0.09%	103
2020 Q4	$653K	Buy	11,205 +2,321	+26%	+$135K	0.08%	109
2020 Q3	$488K	Buy	8,884 +614	+7%	+$32.5K	0.07%	106
2020 Q2	$407K	Buy	+8,270	New	+$412K	0.06%	105

Other funds holding PEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SFMG Wealth Advisors's PEG Position: Q2 2023 in Review

SFMG Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2023, closing a stake of 43,108 shares — an estimated $2.69M sold.

SFMG Wealth Advisors first reported a position in PEG in Q2 2020 and held it in 12 quarters. The position peaked at $2.69M in Q1 2023. 935 funds tracked by Wall St. Rank hold PEG as of Q2 2023.

SFMG Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q2 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 43,108 Public Service Enterprise Group shares in Q2 2023, an estimated $2.69M.
SFMG Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2020 and held it in 12 quarters.
SFMG Wealth Advisors's Public Service Enterprise Group position peaked at $2.69M in Q1 2023.
935 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2023.

Based on SFMG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.