EP Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Buy
2025
Q1
$383K Buy
2024
Q4
$289K Sell
2024
Q3
$311K Buy
2024
Q2
$240K Sell
2024
Q1
$237K Sell
2023
Q4
$308K Buy
2023
Q3
$283K Sell
2023
Q2
$314K Buy
2023
Q1
$62.8K Buy