WCM Investment Management
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WCM Investment Management’s Public Service Enterprise Group PEG Stock Holding History

WCM Investment 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
Q4 		– Sell
-13,426
Closed -$1.18M – 318
2024
Q3 		$1.18M Buy
13,426
+7,667
+133% +$612K ﹤0.01% 250
2024
Q2 		$421K Buy
5,759
+2,486
+76% +$177K ﹤0.01% 236
2024
Q1 		$219K Buy
+3,273
New +$200K ﹤0.01% 240

Other funds holding PEG

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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
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

WCM Investment Management's PEG Position: Q4 2024 in Review

WCM Investment Management sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 13,426 shares — an estimated $1.18M sold.

WCM Investment Management first reported a position in PEG in Q1 2024 and held it in 3 quarters. The position peaked at $1.18M in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • WCM Investment Management reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 13,426 Public Service Enterprise Group shares in Q4 2024, an estimated $1.18M.
  • WCM Investment Management first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 3 quarters.
  • WCM Investment Management's Public Service Enterprise Group position peaked at $1.18M in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.