Zeke Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Zeke Capital Advisors’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	$258K	Buy	4,212 +3	+0.1%	+$174	0.02%	375
2022 Q3	$237K	Hold	4,209	–	–	0.02%	376
2022 Q2	$267K	Hold	4,209	–	–	0.02%	359
2022 Q1	$294K	Buy	+4,209	New	+$279K	0.01%	378
2020 Q1	–	Sell	-11,666	Closed	-$689K	–	438
2019 Q4	$689K	Sell	11,666 -20	-0.2%	-$1.21K	0.06%	302
2019 Q3	$725K	Buy	11,686 +119	+1%	+$7.11K	0.06%	271
2019 Q2	$680K	Hold	11,567	–	–	0.06%	280
2019 Q1	$687K	Buy	11,567 +12	+0.1%	+$671	0.06%	282
2018 Q4	$601K	Sell	11,555 -9,864	-46%	-$531K	0.06%	298
2018 Q3	$1.13M	Hold	21,419	–	–	0.09%	217
2018 Q2	$1.16M	Buy	21,419 +61	+0.3%	+$3.13K	0.11%	163
2018 Q1	$1.07M	Sell	21,358 -344	-2%	-$16.9K	0.1%	182
2017 Q4	$1.12M	Buy	21,702 +9,921	+84%	+$500K	0.12%	150
2017 Q3	$545K	Buy	+11,781	New	+$534K	0.07%	207

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zeke Capital Advisors's PEG Position: Q4 2022 in Review

Zeke Capital Advisors increased its Public Service Enterprise Group (PEG) stake by 0.07% in Q4 2022, buying an estimated $174 and bringing the position to 4,212 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #375.

Zeke Capital Advisors first reported a position in PEG in Q3 2017 and has held it in 14 quarters since. The position peaked at $1.16M in Q2 2018. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

Zeke Capital Advisors held 4,212 shares of Public Service Enterprise Group worth $258K as of Q4 2022.
Zeke Capital Advisors bought 3 Public Service Enterprise Group shares in Q4 2022, an estimated $174.
Public Service Enterprise Group made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #375 holding.
Zeke Capital Advisors first reported a position in Public Service Enterprise Group in Q3 2017 and has held it in 14 quarters since.
Zeke Capital Advisors's Public Service Enterprise Group position peaked at $1.16M in Q2 2018.
943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.