Heritage Wealth Management (Ohio)’s Public Service Enterprise Group PEG Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$486K	Sell
2025 Q2	$499K	Buy
2025 Q1	$469K	Hold
2024 Q4	$482K	Hold
2024 Q3	$509K	Hold
2024 Q2	$422K	Buy