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

Tandem 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
2024
Q1 		– Sell
-338
Closed -$20.7K – 65
2023
Q4 		$20.7K Hold
338
– – 0.01% 58
2023
Q3 		$19.2K Buy
+338
New +$20.8K 0.01% 54
2023
Q1 		– Sell
-338
Closed -$20.7K – 67
2022
Q4 		$20.7K Buy
+338
New +$19.6K 0.01% 70

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tandem Wealth Advisors's PEG Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 338 shares — an estimated $20.7K sold.

Tandem Wealth Advisors first reported a position in PEG in Q4 2022 and held it in 3 quarters. The position peaked at $20.7K in Q4 2022. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • Tandem Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 338 Public Service Enterprise Group shares in Q1 2024, an estimated $20.7K.
  • Tandem Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 3 quarters.
  • Tandem Wealth Advisors's Public Service Enterprise Group position peaked at $20.7K in Q4 2022.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.