SS
PEG icon

Simplicity Solutions’s Public Service Enterprise Group PEG Stock Holding History

Simplicity Solutions’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
Q4 		$3.89M Buy
63,677
+252
+0.4% +$15.5K 0.11% 177
2023
Q3 		$3.61M Sell
63,425
-2,999
-5% -$184K 0.12% 164
2023
Q2 		$4.16M Buy
66,424
+755
+1% +$47.1K 0.11% 176
2023
Q1 		$4.1M Buy
65,669
+53,639
+446% +$3.25M 0.11% 176
2022
Q4 		$737K Sell
12,030
-1,767
-13% -$103K 0.1% 253
2022
Q3 		$775K Buy
13,797
+9,585
+228% +$617K 0.11% 233
2022
Q2 		$267K Buy
4,212
+391
+10% +$26.6K 0.03% 469
2022
Q1 		$267K Sell
3,821
-3,395
-47% -$225K 0.03% 501
2021
Q4 		$482K Buy
7,216
+3,737
+107% +$236K 0.05% 403
2021
Q3 		$212K Buy
+3,479
New +$217K 0.03% 545
2021
Q1 		– Sell
-12,613
Closed -$735K – 827
2020
Q4 		$735K Sell
12,613
-1,172
-9% -$68.2K 0.01% 618
2020
Q3 		$757K Sell
13,785
-524
-4% -$27.7K 0.01% 555
2020
Q2 		$703K Buy
14,309
+8,547
+148% +$426K 0.01% 560
2020
Q1 		$259K Sell
5,762
-1,051
-15% -$56.8K 0.01% 634
2019
Q4 		$402K Buy
6,813
+1,550
+29% +$93.9K 0.01% 602
2019
Q3 		$327K Sell
5,263
-436
-8% -$26K 0.01% 514
2019
Q2 		$335K Sell
5,699
-4,438
-44% -$264K 0.01% 460
2019
Q1 		$602K Sell
10,137
-2,584
-20% -$144K 0.04% 355
2018
Q4 		$662K Buy
12,721
+2,552
+25% +$137K 0.09% 249
2018
Q3 		$537K Sell
10,169
-1,248
-11% -$65.2K 0.03% 250
2018
Q2 		$618K Buy
11,417
+4,754
+71% +$244K 0.04% 222
2018
Q1 		$335K Sell
6,663
-9,102
-58% -$447K 0.03% 260
2017
Q4 		$812K Buy
15,765
+6,770
+75% +$341K 0.08% 158
2017
Q3 		$416K Buy
8,995
+3,394
+61% +$154K 0.28% 93
2017
Q2 		$241K Buy
+5,601
New +$248K 0.03% 365
2016
Q4 		– Sell
-5,272
Closed -$221K – 361
2016
Q3 		$221K Buy
+5,272
New +$232K 0.11% 233
2015
Q2 		– Sell
-12,236
Closed -$513K – 141
2015
Q1 		$513K Buy
+12,236
New +$511K 0.61% 36

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simplicity Solutions's PEG Position: Q4 2023 in Review

Simplicity Solutions increased its Public Service Enterprise Group (PEG) stake by 0.4% in Q4 2023, buying an estimated $15.5K and bringing the position to 63,677 shares worth $3.89M. The position accounts for 0.11% of the portfolio, ranked #177.

Simplicity Solutions first reported a position in PEG in Q1 2015 and has held it in 27 quarters since. The position peaked at $4.16M in Q2 2023. 1,007 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

  • Simplicity Solutions held 63,677 shares of Public Service Enterprise Group worth $3.89M as of Q4 2023.
  • Simplicity Solutions bought 252 Public Service Enterprise Group shares in Q4 2023, an estimated $15.5K.
  • Public Service Enterprise Group made up 0.11% of Simplicity Solutions's portfolio in Q4 2023, its #177 holding.
  • Simplicity Solutions first reported a position in Public Service Enterprise Group in Q1 2015 and has held it in 27 quarters since.
  • Simplicity Solutions's Public Service Enterprise Group position peaked at $4.16M in Q2 2023.
  • 1,007 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.