Aptus Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $562K | Sell |
6,938
-1,823
| -21% | -$149K | ﹤0.01% | 690 |
|
|
2025
Q4 | $703K | Buy |
8,761
+272
| +3% | +$22.2K | 0.01% | 660 |
|
|
2025
Q3 | $708K | Sell |
8,489
-74
| -0.9% | -$6.21K | 0.01% | 619 |
|
|
2025
Q2 | $721K | Sell |
8,563
-15
| -0.2% | -$1.21K | 0.01% | 603 |
|
|
2025
Q1 | $706K | Buy |
8,578
+287
| +3% | +$23.9K | 0.01% | 573 |
|
|
2024
Q4 | $701K | Buy |
8,291
+427
| +5% | +$37.8K | 0.01% | 553 |
|
|
2024
Q3 | $702K | Sell |
7,864
-52
| -0.7% | -$4.15K | 0.01% | 475 |
|
|
2024
Q2 | $583K | Sell |
7,916
-105
| -1% | -$7.46K | 0.01% | 473 |
|
|
2024
Q1 | $536K | Buy |
8,021
+3,925
| +96% | +$240K | 0.01% | 498 |
|
|
2023
Q4 | $250K | Sell |
4,096
-1,297
| -24% | -$79.7K | 0.01% | 497 |
|
|
2023
Q3 | $307K | Buy |
5,393
+812
| +18% | +$49.9K | 0.01% | 470 |
|
|
2023
Q2 | $287K | Buy |
4,581
+99
| +2% | +$6.18K | 0.01% | 419 |
|
|
2023
Q1 | $280K | Buy |
+4,482
| New | +$271K | 0.01% | 405 |
|
|
2022
Q2 | – | Sell |
-4,911
| Closed | -$343K | – | 716 |
|
|
2022
Q1 | $343K | Buy |
4,911
+1,575
| +47% | +$104K | 0.01% | 345 |
|
|
2021
Q4 | $223K | Buy |
3,336
+25
| +0.8% | +$1.58K | 0.01% | 354 |
|
|
2021
Q3 | $202K | Buy |
+3,311
| New | +$207K | 0.01% | 351 |
|
|
2019
Q4 | – | Sell |
-4,080
| Closed | -$253K | – | 554 |
|
|
2019
Q3 | $253K | Sell |
4,080
-269
| -6% | -$16.1K | 0.01% | 335 |
|
|
2019
Q2 | $255K | Buy |
4,349
+32
| +0.7% | +$1.91K | 0.04% | 295 |
|
|
2019
Q1 | $256K | Buy |
4,317
+382
| +10% | +$21.4K | 0.04% | 270 |
|
|
2018
Q4 | $204K | Buy |
+3,935
| New | +$212K | 0.05% | 163 |
|
Other funds holding PEG
VCM
VPM
