Jeppson Wealth Management’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 | $231K | Sell |
2,750
-100
| -4% | -$8.42K | 0.08% | 191 |
|
|
2025
Q1 | $235K | Sell |
2,850
-50
| -2% | -$4.12K | 0.09% | 179 |
|
|
2024
Q4 | $245K | Hold |
2,900
| – | – | 0.09% | 175 |
|
|
2024
Q3 | $259K | Hold |
2,900
| – | – | 0.09% | 168 |
|
|
2024
Q2 | $214K | Buy |
+2,900
| New | +$214K | 0.08% | 188 |
|
|
2022
Q3 | – | Sell |
-3,250
| Closed | -$206K | – | 204 |
|
|
2022
Q2 | $206K | Sell |
3,250
-150
| -4% | -$9.51K | 0.09% | 179 |
|
|
2022
Q1 | $238K | Hold |
3,400
| – | – | 0.11% | 150 |
|
|
2021
Q4 | $227K | Hold |
3,400
| – | – | 0.11% | 141 |
|
|
2021
Q3 | $207K | Hold |
3,400
| – | – | 0.11% | 145 |
|
|
2021
Q2 | $203K | Hold |
3,400
| – | – | 0.11% | 145 |
|
|
2021
Q1 | $204K | Buy |
+3,400
| New | +$204K | 0.12% | 133 |
|
|
2020
Q4 | – | Sell |
-3,400
| Closed | -$187K | – | 357 |
|
|
2020
Q3 | $187K | Buy |
+3,400
| New | +$187K | 0.15% | 118 |
|