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Summit Wealth Group’s Public Service Enterprise Group PEG Stock Holding History

Summit Wealth 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
Q2 		– Sell
-52,457
Closed -$1K – 206
2023
Q1 		$1K Buy
+52,457
New +$3.18M 0.02% 132

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

Summit Wealth Group's PEG Position: Q2 2023 in Review

Summit Wealth Group sold out of Public Service Enterprise Group (PEG) in Q2 2023, closing a stake of 52,457 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in PEG in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 934 funds tracked by Wall St. Rank hold PEG as of Q2 2023.

  • Summit Wealth Group reported no remaining Public Service Enterprise Group position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 52,457 Public Service Enterprise Group shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Public Service Enterprise Group in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Public Service Enterprise Group position peaked at $1K in Q1 2023.
  • 934 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.