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U.S. Capital Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

U.S. Capital 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
Q1 		– Sell
-817
Closed -$50.1K – 1263
2022
Q4 		$50.1K Buy
+817
New +$47.4K ﹤0.01% 883

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

U.S. Capital Wealth Advisors's PEG Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2023, closing a stake of 817 shares — an estimated $50.1K sold.

U.S. Capital Wealth Advisors first reported a position in PEG in Q4 2022 and held it in 1 quarter. The position peaked at $50.1K in Q4 2022. 930 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 817 Public Service Enterprise Group shares in Q1 2023, an estimated $50.1K.
  • U.S. Capital Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Public Service Enterprise Group position peaked at $50.1K in Q4 2022.
  • 930 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.