Fortis Group 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 | $875K | Sell |
9,929
-1,063
| -10% | -$93.6K | 0.16% | 120 |
|
|
2025
Q1 | $905K | Sell |
10,992
-23
| -0.2% | -$1.89K | 0.18% | 113 |
|
|
2024
Q4 | $931K | Sell |
11,015
-130
| -1% | -$11K | 0.17% | 102 |
|
|
2024
Q3 | $994K | Sell |
11,145
-28
| -0.3% | -$2.5K | 0.18% | 95 |
|
|
2024
Q2 | $823K | Sell |
11,173
-385
| -3% | -$28.4K | 0.16% | 91 |
|
|
2024
Q1 | $772K | Sell |
11,558
-3,900
| -25% | -$260K | 0.14% | 103 |
|
|
2023
Q4 | $956K | Buy |
15,458
+3,777
| +32% | +$233K | 0.24% | 47 |
|
|
2023
Q3 | $709K | Buy |
11,681
+3,717
| +47% | +$225K | 0.22% | 55 |
|
|
2023
Q2 | $499K | Buy |
7,964
+60
| +0.8% | +$3.76K | 0.13% | 84 |
|
|
2023
Q1 | $500K | Buy |
+7,904
| New | +$500K | 0.15% | 70 |
|
|
2020
Q3 | $970K | Buy |
+17,689
| New | +$970K | 0.19% | 60 |
|