Everett Harris & Co’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
2026 Q1	–	Sell	-3,625	Closed	-$291K	–	340
2025 Q4	$291K	Hold	3,625	–	–	﹤0.01%	285
2025 Q3	$303K	Hold	3,625	–	–	﹤0.01%	273
2025 Q2	$305K	Sell	3,625 -436	-11%	-$35.2K	﹤0.01%	269
2025 Q1	$334K	Hold	4,061	–	–	﹤0.01%	253
2024 Q4	$343K	Buy	4,061 +17	+0.4%	+$1.5K	﹤0.01%	226
2024 Q3	$361K	Hold	4,044	–	–	﹤0.01%	216
2024 Q2	$298K	Hold	4,044	–	–	﹤0.01%	227
2024 Q1	$270K	Hold	4,044	–	–	﹤0.01%	239
2023 Q4	$247K	Hold	4,044	–	–	﹤0.01%	234
2023 Q3	$230K	Hold	4,044	–	–	﹤0.01%	232
2023 Q2	$253K	Hold	4,044	–	–	﹤0.01%	224
2023 Q1	$253K	Buy	4,044 +54	+1%	+$3.27K	﹤0.01%	227
2022 Q4	$244K	Hold	3,990	–	–	﹤0.01%	231
2022 Q3	$224K	Hold	3,990	–	–	﹤0.01%	240
2022 Q2	$252K	Hold	3,990	–	–	﹤0.01%	228
2022 Q1	$279K	Buy	+3,990	New	+$264K	﹤0.01%	233