WRF
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Waddell & Reed Financial’s Public Service Enterprise Group PEG Stock Holding History

Waddell & Reed 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
2021
Q1 		$25.9M Sell
430,242
-11,189
-3% -$645K 0.05% 337
2020
Q4 		$25.7M Buy
+441,431
New +$25.7M 0.05% 334

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waddell & Reed Financial's PEG Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Public Service Enterprise Group (PEG) stake by 2.5% in Q1 2021, selling an estimated $645K and leaving 430,242 shares worth $25.9M. The position accounts for 0.05% of the portfolio, ranked #337.

Waddell & Reed Financial first reported a position in PEG in Q4 2020 and has held it in 2 quarters since. 872 funds tracked by Wall St. Rank hold PEG as of Q1 2021.

  • Waddell & Reed Financial held 430,242 shares of Public Service Enterprise Group worth $25.9M as of Q1 2021.
  • Waddell & Reed Financial sold 11,189 Public Service Enterprise Group shares in Q1 2021, an estimated $645K.
  • Public Service Enterprise Group made up 0.05% of Waddell & Reed Financial's portfolio in Q1 2021, its #337 holding.
  • Waddell & Reed Financial first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 2 quarters since.
  • 872 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.