WI
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Wintrust Investments’s Public Service Enterprise Group PEG Stock Holding History

Wintrust Investments’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 		$36K Sell
425
-15
-3% -$1.33K 0.03% 300
2024
Q3 		$39K Sell
440
-3,962
-90% -$316K 0.03% 352
2024
Q2 		$324K Buy
4,402
+25
+0.6% +$1.78K 0.03% 361
2024
Q1 		$292K Buy
4,377
+22
+0.5% +$1.35K 0.03% 381
2023
Q4 		$266K Sell
4,355
-432
-9% -$26.5K 0.03% 369
2023
Q3 		$272K Buy
4,787
+226
+5% +$13.9K 0.03% 348
2023
Q2 		$286K Buy
4,561
+4
+0.1% +$250 0.03% 342
2023
Q1 		$285K Sell
4,557
-197
-4% -$11.9K 0.04% 283
2022
Q4 		$291K Sell
4,754
-596
-11% -$34.6K 0.04% 292
2022
Q3 		$301K Buy
5,350
+796
+17% +$51.3K 0.04% 302
2022
Q2 		$288K Sell
4,554
-897
-16% -$61K 0.03% 309
2022
Q1 		$382K Buy
5,451
+1
+0% +$66 0.04% 290
2021
Q4 		$364K Sell
5,450
-159
-3% -$10.1K 0.03% 313
2021
Q3 		$342K Buy
5,609
+75
+1% +$4.68K 0.05% 210
2021
Q2 		$331K Hold
5,534
– – 0.03% 323
2021
Q1 		$333K Buy
+5,534
New +$319K 0.03% 313
2020
Q4 		– Sell
-5,800
Closed -$318K – 304
2020
Q3 		$318K Buy
5,800
+625
+12% +$33.1K 0.04% 263
2020
Q2 		$254K Sell
5,175
-408
-7% -$20.3K 0.04% 293
2020
Q1 		$251K Buy
5,583
+177
+3% +$9.56K 0.04% 264
2019
Q4 		$319K Buy
5,406
+32
+0.6% +$1.94K 0.04% 278
2019
Q3 		$334K Buy
5,374
+180
+3% +$10.7K 0.05% 270
2019
Q2 		$306K Buy
+5,194
New +$309K 0.05% 284
2018
Q1 		– Sell
-10,855
Closed -$559K – 283
2017
Q4 		$559K Sell
10,855
-100
-0.9% -$5.04K 0.13% 165
2017
Q3 		$507K Sell
10,955
-75
-0.7% -$3.4K 0.13% 162
2017
Q2 		$474K Hold
11,030
– – 0.13% 170
2017
Q1 		$489K Buy
+11,030
New +$487K 0.14% 167

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wintrust Investments's PEG Position: Q4 2024 in Review

Wintrust Investments reduced its Public Service Enterprise Group (PEG) stake by 3.4% in Q4 2024, selling an estimated $1.33K and leaving 425 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #300.

Wintrust Investments first reported a position in PEG in Q1 2017 and has held it in 26 quarters since. The position peaked at $559K in Q4 2017. 1,245 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Wintrust Investments held 425 shares of Public Service Enterprise Group worth $36K as of Q4 2024.
  • Wintrust Investments sold 15 Public Service Enterprise Group shares in Q4 2024, an estimated $1.33K.
  • Public Service Enterprise Group made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #300 holding.
  • Wintrust Investments first reported a position in Public Service Enterprise Group in Q1 2017 and has held it in 26 quarters since.
  • Wintrust Investments's Public Service Enterprise Group position peaked at $559K in Q4 2017.
  • 1,245 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.