Fiduciary Planning’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 | $1.01M | Hold |
12,042
| – | – | 0.34% | 37 |
|
|
2025
Q1 | $991K | Sell |
12,042
-28
| -0.2% | -$2.3K | 0.33% | 35 |
|
|
2024
Q4 | $1.02M | Hold |
12,070
| – | – | 0.33% | 37 |
|
|
2024
Q3 | $1.08M | Hold |
12,070
| – | – | 0.37% | 33 |
|
|
2024
Q2 | $890K | Buy |
12,070
+4,282
| +55% | +$316K | 0.32% | 34 |
|
|
2024
Q1 | $520K | Buy |
7,788
+806
| +12% | +$53.8K | 0.2% | 42 |
|
|
2023
Q4 | $427K | Buy |
+6,982
| New | +$427K | 0.18% | 41 |
|
|
2021
Q2 | – | Sell |
-390
| Closed | -$23K | – | 208 |
|
|
2021
Q1 | $23K | Hold |
390
| – | – | 0.03% | 107 |
|
|
2020
Q4 | $23K | Buy |
+390
| New | +$23K | 0.03% | 106 |
|