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WR Wealth Planners’s Public Service Enterprise Group PEG Stock Holding History

WR Wealth Planners’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 		$5.91K Hold
70
– – ﹤0.01% 666
2024
Q3 		$6.25K Buy
70
+17
+32% +$1.36K ﹤0.01% 707
2024
Q2 		$3.91K Buy
53
+6
+13% +$426 ﹤0.01% 760
2024
Q1 		$3.14K Buy
+47
New +$2.88K ﹤0.01% 798
2023
Q4 		– Sell
-170
Closed -$9.68K – 655
2023
Q3 		$9.68K Hold
170
– – ﹤0.01% 574
2023
Q2 		$10.6K Buy
+170
New +$10.6K ﹤0.01% 548

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's PEG Position: Q4 2024 in Review

WR Wealth Planners held its Public Service Enterprise Group (PEG) position steady in Q4 2024 at 70 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

WR Wealth Planners first reported a position in PEG in Q2 2023 and has held it in 6 quarters since. The position peaked at $10.6K in Q2 2023. 1,244 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • WR Wealth Planners held 70 shares of Public Service Enterprise Group worth $5.91K as of Q4 2024.
  • WR Wealth Planners left its Public Service Enterprise Group share count unchanged in Q4 2024.
  • Public Service Enterprise Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #666 holding.
  • WR Wealth Planners first reported a position in Public Service Enterprise Group in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Public Service Enterprise Group position peaked at $10.6K in Q2 2023.
  • 1,244 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.