Surevest’s Public Service Enterprise Group PEG Stock Holding History

Surevest’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 Q3	$14K	Hold	257	–	–	﹤0.01%	265
2022 Q2	$16K	Hold	257	–	–	﹤0.01%	281
2022 Q1	$18K	Hold	257	–	–	﹤0.01%	252
2021 Q4	$17K	Buy	+257	New	+$16.3K	﹤0.01%	256
2020 Q1	–	Sell	-3,395	Closed	-$200K	–	128
2019 Q4	$200K	Hold	3,395	–	–	0.09%	142
2019 Q3	$211K	Sell	3,395 -1,800	-35%	-$107K	0.1%	127
2019 Q2	$306K	Buy	+5,195	New	+$309K	0.16%	112

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Surevest's PEG Position: Q3 2022 in Review

Surevest held its Public Service Enterprise Group (PEG) position steady in Q3 2022 at 257 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Surevest first reported a position in PEG in Q2 2019 and has held it in 7 quarters since. The position peaked at $306K in Q2 2019. 906 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

Surevest held 257 shares of Public Service Enterprise Group worth $14K as of Q3 2022.
Surevest left its Public Service Enterprise Group share count unchanged in Q3 2022.
Public Service Enterprise Group made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #265 holding.
Surevest first reported a position in Public Service Enterprise Group in Q2 2019 and has held it in 7 quarters since.
Surevest's Public Service Enterprise Group position peaked at $306K in Q2 2019.
906 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.