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 |
|