Forvis Mazars 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 | $3.87M | Sell |
45,919
-663
| -1% | -$55.8K | 0.08% | 104 |
|
|
2025
Q1 | $3.83M | Buy |
46,582
+2,668
| +6% | +$220K | 0.09% | 105 |
|
|
2024
Q4 | $3.71M | Sell |
43,914
-1,026
| -2% | -$86.7K | 0.09% | 110 |
|
|
2024
Q3 | $4.01M | Sell |
44,940
-576
| -1% | -$51.4K | 0.09% | 111 |
|
|
2024
Q2 | $3.35M | Buy |
45,516
+140
| +0.3% | +$10.3K | 0.08% | 119 |
|
|
2024
Q1 | $3.03M | Buy |
45,376
+1,208
| +3% | +$80.7K | 0.08% | 124 |
|
|
2023
Q4 | $2.7M | Sell |
44,168
-1,155
| -3% | -$70.6K | 0.08% | 129 |
|
|
2023
Q3 | $2.58M | Sell |
45,323
-16,159
| -26% | -$920K | 0.08% | 127 |
|
|
2023
Q2 | $3.85M | Buy |
61,482
+15,234
| +33% | +$954K | 0.11% | 115 |
|
|
2023
Q1 | $2.89M | Buy |
46,248
+991
| +2% | +$61.9K | 0.09% | 121 |
|
|
2022
Q4 | $2.77M | Buy |
45,257
+2,724
| +6% | +$167K | 0.1% | 117 |
|
|
2022
Q3 | $2.39M | Buy |
42,533
+868
| +2% | +$48.8K | 0.1% | 124 |
|
|
2022
Q2 | $2.64M | Buy |
41,665
+16,017
| +62% | +$1.01M | 0.11% | 105 |
|
|
2022
Q1 | $1.8M | Buy |
25,648
+1,260
| +5% | +$88.2K | 0.08% | 116 |
|
|
2021
Q4 | $1.63M | Buy |
24,388
+1,191
| +5% | +$79.5K | 0.07% | 119 |
|
|
2021
Q3 | $1.41M | Buy |
23,197
+1,131
| +5% | +$68.9K | 0.06% | 120 |
|
|
2021
Q2 | $1.32M | Buy |
22,066
+1,356
| +7% | +$81K | 0.06% | 120 |
|
|
2021
Q1 | $1.25M | Buy |
20,710
+1,864
| +10% | +$112K | 0.06% | 119 |
|
|
2020
Q4 | $1.1M | Buy |
18,846
+1,312
| +7% | +$76.5K | 0.06% | 143 |
|
|
2020
Q3 | $963K | Buy |
17,534
+2,858
| +19% | +$157K | 0.06% | 140 |
|
|
2020
Q2 | $721K | Buy |
14,676
+5,704
| +64% | +$280K | 0.05% | 156 |
|
|
2020
Q1 | $403K | Buy |
8,972
+5,421
| +153% | +$243K | 0.03% | 193 |
|
|
2019
Q4 | $210K | Buy |
+3,551
| New | +$210K | 0.02% | 275 |
|