Arete Wealth 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 | $682K | Buy |
8,104
+485
| +6% | +$40.8K | 0.05% | 329 |
|
|
2025
Q1 | $627K | Buy |
7,619
+101
| +1% | +$8.31K | 0.05% | 329 |
|
|
2024
Q4 | $634K | Buy |
7,518
+672
| +10% | +$56.7K | 0.05% | 348 |
|
|
2024
Q3 | $608K | Sell |
6,846
-275
| -4% | -$24.4K | 0.05% | 322 |
|
|
2024
Q2 | $523K | Buy |
+7,121
| New | +$523K | 0.04% | 379 |
|
|
2024
Q1 | – | Sell |
-10,789
| Closed | -$660K | – | 631 |
|
|
2023
Q4 | $660K | Sell |
10,789
-136
| -1% | -$8.32K | 0.05% | 337 |
|
|
2023
Q3 | $622K | Buy |
10,925
+685
| +7% | +$39K | 0.11% | 199 |
|
|
2023
Q2 | $641K | Buy |
10,240
+2,774
| +37% | +$174K | 0.06% | 312 |
|
|
2023
Q1 | $466K | Buy |
7,466
+523
| +8% | +$32.6K | 0.04% | 363 |
|
|
2022
Q4 | $425M | Buy |
6,943
+1,325
| +24% | +$81.2M | 0.04% | 361 |
|
|
2022
Q3 | $316K | Buy |
5,618
+504
| +10% | +$28.3K | 0.03% | 392 |
|
|
2022
Q2 | $324K | Buy |
5,114
+1,214
| +31% | +$76.9K | 0.03% | 320 |
|
|
2022
Q1 | $273K | Sell |
3,900
-26
| -0.7% | -$1.82K | 0.02% | 404 |
|
|
2021
Q4 | $260K | Buy |
+3,926
| New | +$260K | 0.02% | 413 |
|