TWM
PEG icon

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

Tradition 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
Q1 		– Sell
-543
Closed -$33K – 952
2023
Q4 		$33K Sell
543
-3
-0.5% -$184 ﹤0.01% 723
2023
Q3 		$31K Sell
546
-57
-9% -$3.5K ﹤0.01% 731
2023
Q2 		$38K Buy
603
+7
+1% +$437 ﹤0.01% 705
2023
Q1 		$37K Buy
596
+54
+10% +$3.27K ﹤0.01% 697
2022
Q4 		$33K Buy
542
+7
+1% +$406 ﹤0.01% 636
2022
Q3 		$30K Buy
535
+10
+2% +$644 ﹤0.01% 655
2022
Q2 		$33K Buy
+525
New +$35.7K ﹤0.01% 547

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return