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SWA
Stratos Wealth Advisors’s
Public Service Enterprise Group
PEG
Stock Holding History
Stratos Wealth Advisors’s Portfolio
PEG Stock Details
PEG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-3,486
Closed
-$233K
–
750
2024
Q1
$233K
Sell
3,486
-23,582
-87%
-$1.44M
0.01%
599
2023
Q4
$1.66M
Sell
27,068
-1,189
-4%
-$73.1K
0.1%
245
2023
Q3
$1.61M
Sell
28,257
-9,532
-25%
-$586K
0.11%
233
2023
Q2
$2.37M
Buy
37,789
+1,345
+4%
+$84K
0.17%
163
2023
Q1
$2.28M
Buy
36,444
+318
+0.9%
+$19.3K
0.18%
163
2022
Q4
$2.21M
Buy
36,126
+75
+0.2%
+$4.35K
0.18%
154
2022
Q3
$2.03M
Buy
36,051
+2,858
+9%
+$184K
0.21%
137
2022
Q2
$2.1M
Buy
33,193
+4,333
+15%
+$295K
0.19%
142
2022
Q1
$2.02M
Sell
28,860
-654
-2%
-$43.3K
0.16%
160
2021
Q4
$1.97M
Buy
29,514
+1,236
+4%
+$78.2K
0.14%
190
2021
Q3
$1.72M
Buy
28,278
+2,274
+9%
+$142K
0.15%
183
2021
Q2
$1.55M
Buy
26,004
+5,028
+24%
+$311K
0.14%
185
2021
Q1
$1.26M
Buy
+20,976
New
+$1.21M
0.13%
187
Other funds holding PEG
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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