Ballentine Partners’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 | $287K | Buy |
3,406
+452
| +15% | +$38K | ﹤0.01% | 708 |
|
|
2025
Q1 | $243K | Sell |
2,954
-22
| -0.7% | -$1.81K | ﹤0.01% | 703 |
|
|
2024
Q4 | $251K | Buy |
2,976
+308
| +12% | +$26K | ﹤0.01% | 678 |
|
|
2024
Q3 | $238K | Buy |
+2,668
| New | +$238K | ﹤0.01% | 682 |
|
|
2024
Q1 | – | Sell |
-5,509
| Closed | -$337K | – | 754 |
|
|
2023
Q4 | $337K | Buy |
+5,509
| New | +$337K | 0.01% | 473 |
|