Laird Norton Wetherby Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $938K | Buy |
11,239
+243
| +2% | +$20.4K | 0.04% | 395 |
|
|
2025
Q2 | $926K | Buy |
+10,996
| New | +$887K | 0.04% | 386 |
|
|
2024
Q4 | $1.01M | Sell |
12,011
-845
| -7% | -$74.8K | 0.05% | 336 |
|
|
2024
Q3 | $1.15M | Buy |
12,856
+600
| +5% | +$47.9K | 0.05% | 324 |
|
|
2024
Q2 | $903K | Buy |
12,256
+1,364
| +13% | +$96.9K | 0.04% | 374 |
|
|
2024
Q1 | $727K | Sell |
10,892
-2,062
| -16% | -$126K | 0.03% | 442 |
|
|
2023
Q4 | $792K | Sell |
12,954
-135
| -1% | -$8.3K | 0.04% | 408 |
|
|
2023
Q3 | $745K | Buy |
13,089
+1,256
| +11% | +$77.2K | 0.04% | 403 |
|
|
2023
Q2 | $741K | Buy |
11,833
+1,601
| +16% | +$100K | 0.04% | 416 |
|
|
2023
Q1 | $639K | Buy |
10,232
+228
| +2% | +$13.8K | 0.04% | 452 |
|
|
2022
Q4 | $613K | Buy |
10,004
+1,701
| +20% | +$98.7K | 0.04% | 456 |
|
|
2022
Q3 | $467K | Sell |
8,303
-343
| -4% | -$22.1K | 0.03% | 523 |
|
|
2022
Q2 | $547K | Buy |
8,646
+647
| +8% | +$44K | 0.04% | 477 |
|
|
2022
Q1 | $560K | Buy |
7,999
+61
| +0.8% | +$4.04K | 0.03% | 487 |
|
|
2021
Q4 | $530K | Buy |
7,938
+481
| +6% | +$30.4K | 0.03% | 501 |
|
|
2021
Q3 | $454K | Sell |
7,457
-33
| -0.4% | -$2.06K | 0.03% | 538 |
|
|
2021
Q2 | $447K | Sell |
7,490
-101
| -1% | -$6.24K | 0.03% | 558 |
|
|
2021
Q1 | $457K | Sell |
7,591
-158
| -2% | -$9.11K | 0.03% | 461 |
|
|
2020
Q4 | $452K | Buy |
7,749
+195
| +3% | +$11.4K | 0.03% | 494 |
|
|
2020
Q3 | $415K | Sell |
7,554
-358
| -5% | -$19K | 0.04% | 423 |
|
|
2020
Q2 | $389K | Buy |
7,912
+390
| +5% | +$19.4K | 0.04% | 420 |
|
|
2020
Q1 | $338K | Buy |
7,522
+1,893
| +34% | +$102K | 0.04% | 414 |
|
|
2019
Q4 | $332K | Sell |
5,629
-368
| -6% | -$22.3K | 0.03% | 509 |
|
|
2019
Q3 | $373K | Sell |
5,997
-134
| -2% | -$8K | 0.04% | 482 |
|
|
2019
Q2 | $361K | Buy |
6,131
+437
| +8% | +$26K | 0.04% | 479 |
|
|
2019
Q1 | $338K | Buy |
5,694
+101
| +2% | +$5.65K | 0.04% | 472 |
|
|
2018
Q4 | $292K | Buy |
5,593
+179
| +3% | +$9.64K | 0.04% | 474 |
|
|
2018
Q3 | $286K | Hold |
5,414
| – | – | 0.04% | 510 |
|
|
2018
Q2 | $293K | Sell |
5,414
-633
| -10% | -$32.5K | 0.04% | 479 |
|
|
2018
Q1 | $304K | Sell |
6,047
-51
| -0.8% | -$2.5K | 0.04% | 477 |
|
|
2017
Q4 | $314K | Sell |
6,098
-107
| -2% | -$5.39K | 0.04% | 464 |
|
|
2017
Q3 | $287K | Buy |
6,205
+380
| +7% | +$17.2K | 0.04% | 470 |
|
|
2017
Q2 | $251K | Buy |
5,825
+2
| +0% | +$88 | 0.04% | 478 |
|
|
2017
Q1 | $258K | Sell |
5,823
-388
| -6% | -$17.1K | 0.05% | 463 |
|
|
2016
Q4 | $273K | Buy |
+6,211
| New | +$259K | 0.05% | 431 |
|
|
2015
Q4 | – | Sell |
-5,152
| Closed | -$217K | – | 479 |
|
|
2015
Q3 | $217K | Buy |
+5,152
| New | +$210K | 0.06% | 404 |
|
Other funds holding PEG
Laird Norton Wetherby Wealth Management's PEG Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management increased its Public Service Enterprise Group (PEG) stake by 2.2% in Q3 2025, buying an estimated $20.4K and bringing the position to 11,239 shares worth $938K. The position accounts for 0.04% of the portfolio, ranked #395.
Laird Norton Wetherby Wealth Management first reported a position in PEG in Q3 2015 and has held it in 36 quarters since. The position peaked at $1.15M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 11,239 shares of Public Service Enterprise Group worth $938K as of Q3 2025.
- Laird Norton Wetherby Wealth Management bought 243 Public Service Enterprise Group shares in Q3 2025, an estimated $20.4K.
- Public Service Enterprise Group made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #395 holding.
- Laird Norton Wetherby Wealth Management first reported a position in Public Service Enterprise Group in Q3 2015 and has held it in 36 quarters since.
- Laird Norton Wetherby Wealth Management's Public Service Enterprise Group position peaked at $1.15M in Q3 2024.
- 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.