WAM
PEG icon

Wealthspire Advisors (Maryland)’s Public Service Enterprise Group PEG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$526K Buy
9,582
+4,469
+87% +$237K 0.02% 262
2020
Q2 		$251K Sell
5,113
-27
-0.5% -$1.34K 0.02% 374
2020
Q1 		$231K Buy
5,140
+270
+6% +$14.6K 0.02% 357
2019
Q4 		$288K Buy
4,870
+380
+8% +$23K 0.02% 388
2019
Q3 		$279K Sell
4,490
-120
-3% -$7.17K 0.02% 360
2019
Q2 		$271K Buy
4,610
+121
+3% +$7.21K 0.02% 376
2019
Q1 		$267K Buy
4,489
+108
+2% +$6.04K 0.02% 381
2018
Q4 		$228K Sell
4,381
-258
-6% -$13.9K 0.02% 376
2018
Q3 		$245K Sell
4,639
-190
-4% -$9.92K 0.02% 407
2018
Q2 		$261K Buy
4,829
+30
+0.6% +$1.54K 0.02% 397
2018
Q1 		$241K Sell
4,799
-276
-5% -$13.5K 0.02% 415
2017
Q4 		$261K Buy
5,075
+451
+10% +$22.7K 0.03% 410
2017
Q3 		$214K Buy
4,624
+770
+20% +$34.9K 0.02% 449
2017
Q2 		$166K Buy
3,854
+1,540
+67% +$68.1K 0.02% 518
2017
Q1 		$103K Buy
2,314
+381
+20% +$16.8K 0.01% 594
2016
Q4 		$85K Sell
1,933
-389
-17% -$16.2K 0.01% 630
2016
Q3 		$97K Buy
2,322
+778
+50% +$34.3K 0.02% 576
2016
Q2 		$72K Sell
1,544
-3,653
-70% -$166K 0.01% 627
2016
Q1 		$245K Sell
5,197
-247
-5% -$10.5K 0.04% 302
2015
Q4 		$211K Buy
+5,444
New +$218K 0.04% 348

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PEG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Public Service Enterprise Group (PEG) stake by 87% in Q3 2020, buying an estimated $237K and bringing the position to 9,582 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #262.

Wealthspire Advisors (Maryland) first reported a position in PEG in Q4 2015 and has held it in 20 quarters since. 839 funds tracked by Wall St. Rank hold PEG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,582 shares of Public Service Enterprise Group worth $526K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 4,469 Public Service Enterprise Group shares in Q3 2020, an estimated $237K.
  • Public Service Enterprise Group made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #262 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Public Service Enterprise Group in Q4 2015 and has held it in 20 quarters since.
  • 839 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.