Crestwood Advisors Group’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 | $411K | Buy |
4,877
+505
| +12% | +$42.5K | 0.01% | 377 |
|
|
2025
Q1 | $360K | Buy |
4,372
+321
| +8% | +$26.4K | 0.01% | 387 |
|
|
2024
Q4 | $342K | Buy |
4,051
+56
| +1% | +$4.73K | 0.01% | 358 |
|
|
2024
Q3 | $356K | Buy |
3,995
+142
| +4% | +$12.7K | 0.01% | 346 |
|
|
2024
Q2 | $284K | Buy |
3,853
+153
| +4% | +$11.3K | 0.01% | 360 |
|
|
2024
Q1 | $247K | Buy |
3,700
+134
| +4% | +$8.95K | 0.01% | 378 |
|
|
2023
Q4 | $218K | Sell |
3,566
-147
| -4% | -$8.99K | 0.01% | 376 |
|
|
2023
Q3 | $211K | Buy |
+3,713
| New | +$211K | 0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-3,511
| Closed | -$207K | – | 247 |
|
|
2019
Q4 | $207K | Hold |
3,511
| – | – | 0.01% | 242 |
|
|
2019
Q3 | $218K | Hold |
3,511
| – | – | 0.01% | 230 |
|
|
2019
Q2 | $207K | Buy |
+3,511
| New | +$207K | 0.01% | 227 |
|
|
2017
Q2 | – | Sell |
-442
| Closed | -$19K | – | 366 |
|
|
2017
Q1 | $19K | Buy |
+442
| New | +$19K | ﹤0.01% | 380 |
|