Heritage Wealth Management (Ohio)’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	$499K	Buy	5,927 +225	+4%	+$18.9K	0.16%	138
2025 Q1	$469K	Hold	5,702	–	–	0.16%	142
2024 Q4	$482K	Hold	5,702	–	–	0.16%	138
2024 Q3	$509K	Hold	5,702	–	–	0.17%	134
2024 Q2	$422K	Buy	+5,702	New	+$422K	0.14%	148