CFS Investment Advisory Services’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 | $1.09M | Buy |
12,922
+98
| +0.8% | +$8.25K | 0.09% | 165 |
|
|
2025
Q1 | $1.06M | Sell |
12,824
-26
| -0.2% | -$2.14K | 0.09% | 166 |
|
|
2024
Q4 | $1.09M | Sell |
12,850
-345
| -3% | -$29.2K | 0.1% | 148 |
|
|
2024
Q3 | $1.18M | Buy |
13,195
+1,787
| +16% | +$159K | 0.1% | 144 |
|
|
2024
Q2 | $841K | Buy |
+11,408
| New | +$841K | 0.07% | 154 |
|
|
2023
Q3 | – | Sell |
-13,678
| Closed | -$856K | – | 224 |
|
|
2023
Q2 | $856K | Buy |
+13,678
| New | +$856K | 0.11% | 129 |
|
|
2022
Q3 | – | Sell |
-11,131
| Closed | -$704K | – | 327 |
|
|
2022
Q2 | $704K | Sell |
11,131
-795,496
| -99% | -$50.3M | 0.11% | 147 |
|
|
2022
Q1 | $12K | Buy |
806,627
+794,958
| +6,813% | +$11.8K | 0.05% | 145 |
|
|
2021
Q4 | $776K | Sell |
11,669
-1,403
| -11% | -$93.3K | 0.1% | 145 |
|
|
2021
Q3 | $796K | Buy |
+13,072
| New | +$796K | 0.11% | 145 |
|
|
2020
Q4 | $855K | Buy |
+14,660
| New | +$855K | 0.14% | 126 |
|