Badgley Phelps Wealth Managers’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 | $10.2M | Buy |
120,895
+6,250
| +5% | +$526K | 0.23% | 107 |
|
|
2025
Q1 | $9.44M | Buy |
114,645
+27,901
| +32% | +$2.3M | 0.23% | 109 |
|
|
2024
Q4 | $7.33M | Buy |
86,744
+82,892
| +2,152% | +$7M | 0.17% | 114 |
|
|
2024
Q3 | $344K | Buy |
+3,852
| New | +$344K | 0.01% | 235 |
|
|
2022
Q1 | – | Sell |
-3,082
| Closed | -$206K | – | 222 |
|
|
2021
Q4 | $206K | Buy |
+3,082
| New | +$206K | 0.01% | 206 |
|