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Sugarloaf Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$65.3K Hold
773
– – 0.01% 273
2024
Q3 		$69K Hold
773
– – 0.01% 276
2024
Q2 		$57K Buy
773
+13
+2% +$924 0.01% 285
2024
Q1 		$50.7K Hold
760
– – 0.01% 290
2023
Q4 		$46.5K Buy
760
+7
+0.9% +$430 0.01% 295
2023
Q3 		$42.8K Buy
753
+7
+0.9% +$430 0.01% 304
2023
Q2 		$46.7K Buy
746
+8
+1% +$499 0.01% 300
2023
Q1 		$46.1K Sell
738
-35
-5% -$2.12K 0.01% 302
2022
Q4 		$47.4K Buy
773
+47
+6% +$2.73K 0.01% 292
2022
Q3 		$41K Buy
726
+6
+0.8% +$386 0.01% 316
2022
Q2 		$46K Buy
720
+7
+1% +$476 0.01% 301
2022
Q1 		$50K Buy
713
+5
+0.7% +$331 0.01% 281
2021
Q4 		$47K Buy
708
+5
+0.7% +$316 0.01% 302
2021
Q3 		$43K Buy
703
+6
+0.9% +$375 0.01% 296
2021
Q2 		$42K Buy
697
+7
+1% +$432 0.01% 300
2021
Q1 		$42 Buy
690
+5
+0.7% +$288 0.01% 297
2020
Q4 		$40K Buy
685
+6
+0.9% +$349 0.01% 280
2020
Q3 		$37K Buy
679
+6
+0.9% +$318 0.01% 269
2020
Q2 		$33K Sell
673
-681
-50% -$33.9K 0.01% 285
2020
Q1 		$61K Buy
+1,354
New +$73.1K 0.03% 200

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's PEG Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q4 2024 at 773 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #273.

Sugarloaf Wealth Management first reported a position in PEG in Q1 2020 and has held it in 20 quarters since. The position peaked at $69K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Sugarloaf Wealth Management held 773 shares of Public Service Enterprise Group worth $65.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its Public Service Enterprise Group share count unchanged in Q4 2024.
  • Public Service Enterprise Group made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #273 holding.
  • Sugarloaf Wealth Management first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's Public Service Enterprise Group position peaked at $69K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.