Sterling Investment Advisors (Pennsylvania)’s Public Service Enterprise Group PEG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-450	Closed	-$28K	–	384
2022 Q2	$28K	Buy	450 +1	+0.2%	+$68	0.01%	291
2022 Q1	$31K	Buy	449 +1	+0.2%	+$66	0.01%	315
2021 Q4	$30K	Buy	448 +1	+0.2%	+$63	0.01%	320
2021 Q3	$27K	Buy	447 +147	+49%	+$9.18K	0.01%	326
2021 Q2	$18K	Hold	300	–	–	0.01%	369
2021 Q1	$18K	Hold	300	–	–	0.01%	352
2020 Q4	$17K	Hold	300	–	–	0.01%	323
2020 Q3	$16K	Hold	300	–	–	0.01%	315
2020 Q2	$14K	Hold	300	–	–	0.01%	324
2020 Q1	$13K	Hold	300	–	–	0.01%	302
2019 Q4	$17K	Hold	300	–	–	0.01%	309
2019 Q3	$19K	Hold	300	–	–	0.01%	299
2019 Q2	$18K	Hold	300	–	–	0.01%	305
2019 Q1	$18K	Hold	300	–	–	0.01%	300
2018 Q4	$15K	Hold	300	–	–	0.01%	303
2018 Q3	$16K	Hold	300	–	–	0.01%	324
2018 Q2	$16K	Hold	300	–	–	0.01%	306
2018 Q1	$15K	Hold	300	–	–	0.01%	300
2017 Q4	$15K	Hold	300	–	–	0.01%	281
2017 Q3	$14K	Sell	300 -58	-16%	-$2.63K	0.01%	277
2017 Q2	$15K	Buy	358 +58	+19%	+$2.56K	0.01%	277
2017 Q1	$13K	Hold	300	–	–	0.01%	278
2016 Q4	$13K	Buy	+300	New	+$12.5K	0.01%	245

Other funds holding PEG

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PEG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Public Service Enterprise Group (PEG) in Q3 2022, closing a stake of 450 shares — an estimated $28K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PEG in Q4 2016 and held it in 23 quarters. The position peaked at $31K in Q1 2022. 907 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Public Service Enterprise Group position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 450 Public Service Enterprise Group shares in Q3 2022, an estimated $28K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Public Service Enterprise Group in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s Public Service Enterprise Group position peaked at $31K in Q1 2022.
907 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.