Aptus Capital Advisors’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
$721K Sell
8,563
-15
-0.2% -$1.26K 0.01% 593
2025
Q1
$706K Buy
8,578
+287
+3% +$23.6K 0.01% 568
2024
Q4
$701K Buy
8,291
+427
+5% +$36.1K 0.01% 545
2024
Q3
$702K Sell
7,864
-52
-0.7% -$4.64K 0.01% 474
2024
Q2
$583K Sell
7,916
-105
-1% -$7.74K 0.01% 470
2024
Q1
$536K Buy
8,021
+3,925
+96% +$262K 0.01% 492
2023
Q4
$250K Sell
4,096
-1,297
-24% -$79.3K 0.01% 495
2023
Q3
$307K Buy
5,393
+812
+18% +$46.2K 0.01% 467
2023
Q2
$287K Buy
4,581
+99
+2% +$6.2K 0.01% 408
2023
Q1
$280K Buy
+4,482
New +$280K 0.01% 403
2022
Q2
Sell
-4,911
Closed -$343K 704
2022
Q1
$343K Buy
4,911
+1,575
+47% +$110K 0.01% 336
2021
Q4
$223K Buy
3,336
+25
+0.8% +$1.67K 0.01% 345
2021
Q3
$202K Buy
+3,311
New +$202K 0.01% 332
2019
Q4
Sell
-4,080
Closed -$253K 495
2019
Q3
$253K Sell
4,080
-269
-6% -$16.7K 0.01% 291
2019
Q2
$255K Buy
4,349
+32
+0.7% +$1.88K 0.04% 284
2019
Q1
$256K Buy
4,317
+382
+10% +$22.7K 0.04% 257
2018
Q4
$204K Buy
+3,935
New +$204K 0.05% 150