VitalStone Financial’s Public Service Enterprise Group PEG Stock Holding History

VitalStone Financial’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 Q3	$28K	Buy	314 +2	+0.6%	+$160	0.02%	204
2024 Q2	$23K	Buy	312 +5	+2%	+$355	0.02%	210
2024 Q1	$21K	Hold	307	–	–	0.02%	225
2023 Q4	$19K	Hold	307	–	–	0.02%	231
2023 Q3	$19K	Hold	307	–	–	0.02%	199
2023 Q2	$19K	Buy	+307	New	+$19.2K	0.01%	546
2023 Q1	–	Sell	-307	Closed	-$19K	–	466
2022 Q4	$19K	Buy	+307	New	+$17.8K	0.01%	280

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VitalStone Financial's PEG Position: Q3 2024 in Review

VitalStone Financial increased its Public Service Enterprise Group (PEG) stake by 0.64% in Q3 2024, buying an estimated $160 and bringing the position to 314 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #204.

VitalStone Financial first reported a position in PEG in Q4 2022 and has held it in 7 quarters since. 1,172 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

VitalStone Financial held 314 shares of Public Service Enterprise Group worth $28K as of Q3 2024.
VitalStone Financial bought 2 Public Service Enterprise Group shares in Q3 2024, an estimated $160.
Public Service Enterprise Group made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #204 holding.
VitalStone Financial first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 7 quarters since.
1,172 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.