CWM
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Congress Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Congress Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Sell
19,791
-19,576
-50% -$1.65M 0.02% 589
2025
Q1 		$3.26M Buy
39,367
+34,783
+759% +$2.88M 0.04% 396
2024
Q4 		$387K Buy
+4,584
New +$387K 0.01% 702