SWA
PEG icon

Sutton Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Sutton Wealth Advisors’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
Q3 		$18.5K Buy
325
+118
+57% +$7.25K 0.01% 368
2023
Q2 		$13K Hold
207
– – 0.01% 419
2023
Q1 		$12.9K Sell
207
-6
-3% -$363 0.01% 374
2022
Q4 		$13.1K Sell
213
-20
-9% -$1.16K 0.01% 847
2022
Q3 		$13.1K Sell
233
-5
-2% -$322 0.01% 810
2022
Q2 		$15.1K Hold
238
– – 0.01% 765
2022
Q1 		$16.7K Buy
238
+29
+14% +$1.92K 0.01% 775
2021
Q4 		$13.9K Hold
209
– – ﹤0.01% 827
2021
Q3 		$12.7K Buy
209
+15
+8% +$937 ﹤0.01% 827
2021
Q2 		$11.6K Hold
194
– – ﹤0.01% 867
2021
Q1 		$11.7K Buy
194
+10
+5% +$577 ﹤0.01% 831
2020
Q4 		$10.7K Hold
184
– – ﹤0.01% 790
2020
Q3 		$10.1K Buy
184
+29
+19% +$1.54K ﹤0.01% 737
2020
Q2 		$7.62K Buy
155
+6
+4% +$299 ﹤0.01% 770
2020
Q1 		$6.69K Sell
149
-31
-17% -$1.67K ﹤0.01% 761
2019
Q4 		$10.6K Hold
180
– – 0.01% 805
2019
Q3 		$11.2K Hold
180
– – 0.01% 760
2019
Q2 		$10.6K Buy
180
+24
+15% +$1.43K 0.01% 759
2019
Q1 		$9.27K Buy
156
+14
+10% +$783 0.01% 797
2018
Q4 		$7.39K Hold
142
– – ﹤0.01% 810
2018
Q3 		$7.5K Hold
142
– – ﹤0.01% 840
2018
Q2 		$7.69K Hold
142
– – 0.01% 875
2018
Q1 		$7.13K Hold
142
– – 0.01% 880
2017
Q4 		$7.31K Hold
142
– – 0.01% 841
2017
Q3 		$6.57K Hold
142
– – 0.01% 840
2017
Q2 		$6.11K Hold
142
– – ﹤0.01% 846
2017
Q1 		$6.3K Hold
142
– – 0.01% 815
2016
Q4 		$6.23K Hold
142
– – 0.01% 805
2016
Q3 		$5.95K Buy
142
+16
+13% +$705 0.01% 787
2016
Q2 		$5.87K Hold
126
– – 0.01% 748
2016
Q1 		$5.94K Buy
+126
New +$5.35K 0.01% 708

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Sutton Wealth Advisors's PEG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 57% in Q3 2023, buying an estimated $7.25K and bringing the position to 325 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #368.

Sutton Wealth Advisors first reported a position in PEG in Q1 2016 and has held it in 31 quarters since. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

  • Sutton Wealth Advisors held 325 shares of Public Service Enterprise Group worth $18.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 118 Public Service Enterprise Group shares in Q3 2023, an estimated $7.25K.
  • Public Service Enterprise Group made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #368 holding.
  • Sutton Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2016 and has held it in 31 quarters since.
  • 927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.