Concurrent Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
14,460
-198
-1% -$16.7K 0.02% 545
2025
Q1
$1.21M Sell
14,658
-61
-0.4% -$5.02K 0.03% 488
2024
Q4
$1.24M Sell
14,719
-356
-2% -$30.1K 0.03% 432
2024
Q3
$1.34M Buy
15,075
+1,043
+7% +$93K 0.04% 398
2024
Q2
$1.03M Buy
14,032
+20
+0.1% +$1.47K 0.03% 419
2024
Q1
$936K Buy
14,012
+439
+3% +$29.3K 0.04% 380
2023
Q4
$830K Buy
+13,573
New +$830K 0.04% 364