EP Wealth 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 | $590K | Buy |
7,009
+2,357
| +51% | +$198K | ﹤0.01% | 726 |
|
|
2025
Q1 | $383K | Buy |
4,652
+1,226
| +36% | +$101K | ﹤0.01% | 804 |
|
|
2024
Q4 | $289K | Sell |
3,426
-56
| -2% | -$4.73K | ﹤0.01% | 887 |
|
|
2024
Q3 | $311K | Buy |
3,482
+226
| +7% | +$20.2K | ﹤0.01% | 843 |
|
|
2024
Q2 | $240K | Sell |
3,256
-293
| -8% | -$21.6K | ﹤0.01% | 714 |
|
|
2024
Q1 | $237K | Sell |
3,549
-1,493
| -30% | -$99.7K | ﹤0.01% | 695 |
|
|
2023
Q4 | $308K | Buy |
5,042
+71
| +1% | +$4.34K | ﹤0.01% | 608 |
|
|
2023
Q3 | $283K | Sell |
4,971
-11,629
| -70% | -$662K | ﹤0.01% | 571 |
|
|
2023
Q2 | $314K | Buy |
16,600
+6,393
| +63% | +$121K | ﹤0.01% | 556 |
|
|
2023
Q1 | $62.8K | Buy |
+10,207
| New | +$62.8K | ﹤0.01% | 602 |
|