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WealthOne’s Public Service Enterprise Group PEG Stock Holding History

WealthOne’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
Q2 		– Sell
-3,991
Closed -$240K – 135
2021
Q1 		$240K Buy
3,991
+9
+0.2% +$519 0.1% 107
2020
Q4 		$232K Buy
3,982
+20
+0.5% +$1.16K 0.11% 96
2020
Q3 		$218K Sell
3,962
-397
-9% -$21K 0.12% 97
2020
Q2 		$214K Sell
4,359
-115
-3% -$5.73K 0.13% 89
2020
Q1 		$201K Sell
4,474
-531
-11% -$28.7K 0.15% 86
2019
Q4 		$296K Buy
5,005
+93
+2% +$5.64K 0.18% 72
2019
Q3 		$305K Buy
4,912
+137
+3% +$8.18K 0.22% 66
2019
Q2 		$281K Buy
+4,775
New +$284K 0.2% 81
2019
Q1 		– Sell
-4,662
Closed -$243K – 423
2018
Q4 		$243K Buy
+4,662
New +$251K 0.21% 63

Other funds holding PEG

BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return