CSM Advisors’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 | $7.46M | Buy |
88,609
+1,410
| +2% | +$119K | 0.22% | 119 |
|
|
2025
Q1 | $7.18M | Sell |
87,199
-1,780
| -2% | -$147K | 0.39% | 59 |
|
|
2024
Q4 | $7.52M | Sell |
88,979
-385
| -0.4% | -$32.5K | 0.35% | 63 |
|
|
2024
Q3 | $7.98M | Sell |
89,364
-9,635
| -10% | -$860K | 0.52% | 65 |
|
|
2024
Q2 | $7.29M | Sell |
98,999
-500
| -0.5% | -$36.8K | 0.51% | 60 |
|
|
2024
Q1 | $6.64M | Buy |
99,499
+7,950
| +9% | +$531K | 0.44% | 67 |
|
|
2023
Q4 | $5.6M | Sell |
91,549
-2,779
| -3% | -$170K | 0.4% | 72 |
|
|
2023
Q3 | $5.37M | Sell |
94,328
-2,550
| -3% | -$145K | 0.47% | 62 |
|
|
2023
Q2 | $6.07M | Sell |
96,878
-2,045
| -2% | -$128K | 0.46% | 64 |
|
|
2023
Q1 | $6.18M | Buy |
98,923
+9,400
| +11% | +$587K | 0.53% | 55 |
|
|
2022
Q4 | $5.49M | Buy |
89,523
+900
| +1% | +$55.2K | 0.52% | 59 |
|
|
2022
Q3 | $4.98M | Sell |
88,623
-12,160
| -12% | -$684K | 0.54% | 57 |
|
|
2022
Q2 | $6.38M | Buy |
100,783
+180
| +0.2% | +$11.4K | 0.58% | 52 |
|
|
2022
Q1 | $7.04M | Sell |
100,603
-10,400
| -9% | -$728K | 0.48% | 60 |
|
|
2021
Q4 | $7.41M | Buy |
111,003
+810
| +0.7% | +$54K | 0.49% | 59 |
|
|
2021
Q3 | $6.71M | Sell |
110,193
-170
| -0.2% | -$10.3K | 0.5% | 56 |
|
|
2021
Q2 | $6.6M | Sell |
110,363
-9,350
| -8% | -$559K | 0.44% | 61 |
|
|
2021
Q1 | $7.21M | Buy |
+119,713
| New | +$7.21M | 1.01% | 41 |
|