Herold 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 | $1.24M | Hold |
14,715
| – | – | 0.26% | 101 |
|
|
2025
Q1 | $1.21M | Hold |
14,715
| – | – | 0.27% | 104 |
|
|
2024
Q4 | $1.24M | Buy |
14,715
+281
| +2% | +$23.7K | 0.27% | 102 |
|
|
2024
Q3 | $1.29M | Hold |
14,434
| – | – | 0.28% | 104 |
|
|
2024
Q2 | $1.06M | Hold |
14,434
| – | – | 0.25% | 119 |
|
|
2024
Q1 | $964K | Sell |
14,434
-1,018
| -7% | -$68K | 0.23% | 130 |
|
|
2023
Q4 | $945K | Hold |
15,452
| – | – | 0.26% | 113 |
|
|
2023
Q3 | $879K | Hold |
15,452
| – | – | 0.27% | 109 |
|
|
2023
Q2 | $967K | Hold |
15,452
| – | – | 0.3% | 101 |
|
|
2023
Q1 | $965K | Buy |
15,452
+344
| +2% | +$21.5K | 0.33% | 87 |
|
|
2022
Q4 | $926K | Hold |
15,108
| – | – | 0.39% | 78 |
|
|
2022
Q3 | $849K | Hold |
15,108
| – | – | 0.41% | 82 |
|
|
2022
Q2 | $956K | Hold |
15,108
| – | – | 0.43% | 80 |
|
|
2022
Q1 | $1.06M | Hold |
15,108
| – | – | 0.38% | 84 |
|
|
2021
Q4 | $1.01M | Hold |
15,108
| – | – | 0.39% | 82 |
|
|
2021
Q3 | $920K | Buy |
+15,108
| New | +$920K | 0.36% | 84 |
|