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Steward Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+103
New +$6.33K ﹤0.01% 637
2022
Q3 		– Sell
-30
Closed -$1K – 970
2022
Q2 		$1K Buy
+30
New +$2.04K ﹤0.01% 826

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Steward Financial Group's PEG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Public Service Enterprise Group (PEG) in Q3 2023: 103 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PEG as recently as Q2 2022.

Steward Financial Group first reported a position in PEG in Q2 2022 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

  • Steward Financial Group held 103 shares of Public Service Enterprise Group worth $5K as of Q3 2023.
  • Public Service Enterprise Group was a new Steward Financial Group position in Q3 2023.
  • Public Service Enterprise Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #637 holding.
  • Steward Financial Group first reported a position in Public Service Enterprise Group in Q2 2022 and has held it in 2 quarters since.
  • 926 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.