Stonebridge Financial Planning Group’s Public Service Enterprise Group PEG Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-1,000	Closed	-$66K	–	287
2021 Q4	$66K	Hold	1,000	–	–	0.03%	191
2021 Q3	$63K	Hold	1,000	–	–	0.03%	200
2021 Q2	$61K	Sell	1,000 -800	-44%	-$49.4K	0.03%	194
2021 Q1	$110K	Hold	1,800	–	–	0.06%	151
2020 Q4	$105K	Hold	1,800	–	–	0.07%	149
2020 Q3	$107K	Hold	1,800	–	–	0.08%	130
2020 Q2	$90K	Hold	1,800	–	–	0.08%	142
2020 Q1	$92K	Hold	1,800	–	–	0.09%	130
2019 Q4	$106K	Buy	+1,800	New	+$109K	0.1%	125

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Stonebridge Financial Planning Group's PEG Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Public Service Enterprise Group (PEG) in Q1 2022, closing a stake of 1,000 shares — an estimated $66K sold.

Stonebridge Financial Planning Group first reported a position in PEG in Q4 2019 and held it in 9 quarters. The position peaked at $110K in Q1 2021. 997 funds tracked by Wall St. Rank hold PEG as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Public Service Enterprise Group position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,000 Public Service Enterprise Group shares in Q1 2022, an estimated $66K.
Stonebridge Financial Planning Group first reported a position in Public Service Enterprise Group in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Public Service Enterprise Group position peaked at $110K in Q1 2021.
997 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.