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Transatlantique Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Transatlantique Private Wealth’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
Q4 		– Sell
-2,250
Closed -$201K – 214
2024
Q3 		$201K Buy
+2,250
New +$180K 0.08% 207

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Transatlantique Private Wealth's PEG Position: Q4 2024 in Review

Transatlantique Private Wealth sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 2,250 shares — an estimated $201K sold.

Transatlantique Private Wealth first reported a position in PEG in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Transatlantique Private Wealth reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
  • Transatlantique Private Wealth sold 2,250 Public Service Enterprise Group shares in Q4 2024, an estimated $201K.
  • Transatlantique Private Wealth first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 1 quarter.
  • Transatlantique Private Wealth's Public Service Enterprise Group position peaked at $201K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Transatlantique Private Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.