SFA
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Souders Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Souders Financial 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
Q4 		– Sell
-44,833
Closed -$2.55M – 156
2023
Q3 		$2.55M Buy
44,833
+1,414
+3% +$86.9K 0.49% 63
2023
Q2 		$2.72M Sell
43,419
-2,086
-5% -$130K 0.52% 59
2023
Q1 		$2.84M Buy
+45,505
New +$2.76M 0.6% 57

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Souders Financial Advisors's PEG Position: Q4 2023 in Review

Souders Financial Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 44,833 shares — an estimated $2.55M sold.

Souders Financial Advisors first reported a position in PEG in Q1 2023 and held it in 3 quarters. The position peaked at $2.84M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

  • Souders Financial Advisors reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 44,833 Public Service Enterprise Group shares in Q4 2023, an estimated $2.55M.
  • Souders Financial Advisors first reported a position in Public Service Enterprise Group in Q1 2023 and held it in 3 quarters.
  • Souders Financial Advisors's Public Service Enterprise Group position peaked at $2.84M in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on Souders Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.