KCFA
Key Client Fiduciary Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
27,816
-73
| -0.3% | -$6.15K | 0.95% | 23 |
|
|
2025
Q1 | $2.3M | Sell |
27,889
-189
| -0.7% | -$15.6K | 1.04% | 22 |
|
|
2024
Q4 | $2.37M | Sell |
28,078
-17
| -0.1% | -$1.44K | 1.05% | 19 |
|
|
2024
Q3 | $2.51M | Sell |
28,095
-75
| -0.3% | -$6.69K | 1.12% | 18 |
|
|
2024
Q2 | $2.08M | Sell |
28,170
-1,996
| -7% | -$147K | 1.03% | 19 |
|
|
2024
Q1 | $2.01M | Sell |
30,166
-6,457
| -18% | -$431K | 1.07% | 20 |
|
|
2023
Q4 | $2.24M | Sell |
36,623
-6,158
| -14% | -$377K | 1.3% | 17 |
|
|
2023
Q3 | $2.43M | Buy |
42,781
+1,631
| +4% | +$92.8K | 1.49% | 19 |
|
|
2023
Q2 | $2.58M | Buy |
41,150
+302
| +0.7% | +$18.9K | 1.5% | 15 |
|
|
2023
Q1 | $2.55M | Buy |
40,848
+1,002
| +3% | +$62.6K | 1.59% | 17 |
|
|
2022
Q4 | $2.44M | Buy |
+39,846
| New | +$2.44M | 1.65% | 15 |
|