Western Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Western Wealth 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
2022 Q4	–	Sell	-4,852	Closed	-$273K	–	752
2022 Q3	$273K	Buy	4,852 +835	+21%	+$53.8K	0.02%	659
2022 Q2	$254K	Sell	4,017 -1,610	-29%	-$109K	0.01%	664
2022 Q1	$394K	Buy	5,627 +2,243	+66%	+$148K	0.02%	598
2021 Q4	$227K	Buy	+3,384	New	+$214K	0.02%	550

Other funds holding PEG

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Western Wealth Management's PEG Position: Q4 2022 in Review

Western Wealth Management sold out of Public Service Enterprise Group (PEG) in Q4 2022, closing a stake of 4,852 shares — an estimated $273K sold.

Western Wealth Management first reported a position in PEG in Q4 2021 and held it in 4 quarters. The position peaked at $394K in Q1 2022. 942 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

Western Wealth Management reported no remaining Public Service Enterprise Group position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 4,852 Public Service Enterprise Group shares in Q4 2022, an estimated $273K.
Western Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 4 quarters.
Western Wealth Management's Public Service Enterprise Group position peaked at $394K in Q1 2022.
942 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.