AE Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.7M | Sell |
162,817
-114,667
| -41% | -$9.65M | 0.1% | 213 |
|
2025
Q1 | $22.8M | Buy |
277,484
+59,636
| +27% | +$4.91M | 0.19% | 121 |
|
2024
Q4 | $18.4M | Buy |
217,848
+3,838
| +2% | +$324K | 0.16% | 153 |
|
2024
Q3 | $19.1M | Sell |
214,010
-15,471
| -7% | -$1.38M | 0.17% | 136 |
|
2024
Q2 | $16.9M | Buy |
229,481
+3,321
| +1% | +$245K | 0.17% | 145 |
|
2024
Q1 | $15.1M | Sell |
226,160
-84,256
| -27% | -$5.63M | 0.17% | 164 |
|
2023
Q4 | $17.9M | Buy |
310,416
+26,275
| +9% | +$1.52M | 0.09% | 258 |
|
2023
Q3 | $16.2M | Sell |
284,141
-7,905
| -3% | -$450K | 0.1% | 231 |
|
2023
Q2 | $18.3M | Sell |
292,046
-1,759
| -0.6% | -$110K | 0.11% | 218 |
|
2023
Q1 | $18.3M | Buy |
293,805
+65,760
| +29% | +$4.11M | 0.12% | 207 |
|
2022
Q4 | $14M | Buy |
228,045
+57,095
| +33% | +$3.5M | 0.1% | 238 |
|
2022
Q3 | $9.61M | Buy |
170,950
+144,242
| +540% | +$8.11M | 0.08% | 282 |
|
2022
Q2 | $1.69M | Sell |
26,708
-6,412
| -19% | -$406K | 0.01% | 716 |
|
2022
Q1 | $2.32M | Buy |
33,120
+913
| +3% | +$63.9K | 0.02% | 666 |
|
2021
Q4 | $2.15M | Buy |
32,207
+2,608
| +9% | +$174K | 0.02% | 680 |
|
2021
Q3 | $1.8M | Buy |
29,599
+6,856
| +30% | +$418K | 0.01% | 677 |
|
2021
Q2 | $1.36M | Sell |
22,743
-457
| -2% | -$27.3K | 0.01% | 737 |
|
2021
Q1 | $1.4M | Sell |
23,200
-1,247
| -5% | -$75.1K | 0.01% | 673 |
|
2020
Q4 | $1.43M | Sell |
24,447
-645
| -3% | -$37.6K | 0.02% | 591 |
|
2020
Q3 | $1.38M | Sell |
25,092
-16,720
| -40% | -$918K | 0.02% | 535 |
|
2020
Q2 | $2.06M | Buy |
41,812
+26,594
| +175% | +$1.31M | 0.03% | 401 |
|
2020
Q1 | $683K | Sell |
15,218
-2,579
| -14% | -$116K | 0.02% | 583 |
|
2019
Q4 | $1.05M | Buy |
17,797
+278
| +2% | +$16.4K | 0.02% | 521 |
|
2019
Q3 | $1.09M | Buy |
17,519
+1,324
| +8% | +$82.2K | 0.03% | 426 |
|
2019
Q2 | $953K | Buy |
16,195
+6,105
| +61% | +$359K | 0.03% | 420 |
|
2019
Q1 | $599K | Sell |
10,090
-973
| -9% | -$57.8K | 0.04% | 308 |
|
2018
Q4 | $576K | Sell |
11,063
-7,642
| -41% | -$398K | 0.1% | 225 |
|
2018
Q3 | $987K | Buy |
18,705
+5,505
| +42% | +$290K | 0.05% | 218 |
|
2018
Q2 | $715K | Buy |
13,200
+808
| +7% | +$43.8K | 0.05% | 214 |
|
2018
Q1 | $623K | Sell |
12,392
-575
| -4% | -$28.9K | 0.05% | 229 |
|
2017
Q4 | $668K | Buy |
12,967
+869
| +7% | +$44.8K | 0.06% | 211 |
|
2017
Q3 | $560K | Buy |
12,098
+214
| +2% | +$9.91K | 0.05% | 221 |
|
2017
Q2 | $511K | Buy |
+11,884
| New | +$511K | 0.06% | 228 |
|