WWM
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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

BlackRock
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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. 943 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.
  • 943 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.