Modera 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 | $998K | Buy |
11,859
+1
| +0% | +$84 | 0.01% | 333 |
|
|
2025
Q1 | $976K | Sell |
11,858
-525
| -4% | -$43.2K | 0.01% | 326 |
|
|
2024
Q4 | $1.05M | Buy |
12,383
+270
| +2% | +$22.8K | 0.01% | 321 |
|
|
2024
Q3 | $1.08M | Buy |
12,113
+3,765
| +45% | +$336K | 0.01% | 302 |
|
|
2024
Q2 | $615K | Buy |
8,348
+395
| +5% | +$29.1K | 0.01% | 361 |
|
|
2024
Q1 | $531K | Buy |
7,953
+1,242
| +19% | +$82.9K | 0.01% | 382 |
|
|
2023
Q4 | $410K | Buy |
6,711
+64
| +1% | +$3.91K | 0.01% | 404 |
|
|
2023
Q3 | $378K | Buy |
6,647
+170
| +3% | +$9.68K | 0.01% | 401 |
|
|
2023
Q2 | $406K | Buy |
6,477
+740
| +13% | +$46.3K | 0.01% | 412 |
|
|
2023
Q1 | $358K | Buy |
5,737
+13
| +0.2% | +$812 | 0.01% | 261 |
|
|
2022
Q4 | $351K | Sell |
5,724
-364
| -6% | -$22.3K | 0.01% | 257 |
|
|
2022
Q3 | $342K | Hold |
6,088
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $385K | Sell |
6,088
-29
| -0.5% | -$1.83K | 0.02% | 224 |
|
|
2022
Q1 | $428K | Buy |
6,117
+35
| +0.6% | +$2.45K | 0.02% | 227 |
|
|
2021
Q4 | $406K | Buy |
6,082
+701
| +13% | +$46.8K | 0.02% | 324 |
|
|
2021
Q3 | $328K | Hold |
5,381
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $321K | Hold |
5,381
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $324K | Hold |
5,381
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $314K | Sell |
5,381
-3,200
| -37% | -$187K | 0.02% | 175 |
|
|
2020
Q3 | $471K | Sell |
8,581
-14
| -0.2% | -$768 | 0.07% | 94 |
|
|
2020
Q2 | $423K | Hold |
8,595
| – | – | 0.07% | 94 |
|
|
2020
Q1 | $386K | Hold |
8,595
| – | – | 0.08% | 96 |
|
|
2019
Q4 | $508K | Buy |
8,595
+1,278
| +17% | +$75.5K | 0.08% | 78 |
|
|
2019
Q3 | $454K | Hold |
7,317
| – | – | 0.08% | 79 |
|
|
2019
Q2 | $430K | Sell |
7,317
-1,180
| -14% | -$69.3K | 0.08% | 83 |
|
|
2019
Q1 | $505K | Hold |
8,497
| – | – | 0.09% | 75 |
|
|
2018
Q4 | $442K | Sell |
8,497
-88
| -1% | -$4.58K | 0.09% | 73 |
|
|
2018
Q3 | $453K | Hold |
8,585
| – | – | 0.09% | 81 |
|
|
2018
Q2 | $465K | Sell |
8,585
-1,264
| -13% | -$68.5K | 0.1% | 73 |
|
|
2018
Q1 | $495K | Sell |
9,849
-451
| -4% | -$22.7K | 0.1% | 67 |
|
|
2017
Q4 | $530K | Buy |
10,300
+221
| +2% | +$11.4K | 0.11% | 66 |
|
|
2017
Q3 | $466K | Sell |
10,079
-253
| -2% | -$11.7K | 0.11% | 72 |
|
|
2017
Q2 | $444K | Sell |
10,332
-446
| -4% | -$19.2K | 0.11% | 67 |
|
|
2017
Q1 | $478K | Buy |
10,778
+454
| +4% | +$20.1K | 0.12% | 64 |
|
|
2016
Q4 | $453K | Sell |
10,324
-194
| -2% | -$8.51K | 0.15% | 62 |
|
|
2016
Q3 | $440K | Buy |
10,518
+573
| +6% | +$24K | 0.15% | 62 |
|
|
2016
Q2 | $464K | Sell |
9,945
-1,973
| -17% | -$92.1K | 0.16% | 55 |
|
|
2016
Q1 | $562K | Buy |
11,918
+82
| +0.7% | +$3.87K | 0.2% | 51 |
|
|
2015
Q4 | $458K | Sell |
11,836
-30
| -0.3% | -$1.16K | 0.18% | 45 |
|
|
2015
Q3 | $500K | Buy |
11,866
+643
| +6% | +$27.1K | 0.21% | 35 |
|
|
2015
Q2 | $441K | Buy |
11,223
+38
| +0.3% | +$1.49K | 0.17% | 45 |
|
|
2015
Q1 | $469K | Sell |
11,185
-200
| -2% | -$8.39K | 0.18% | 45 |
|
|
2014
Q4 | $471K | Sell |
11,385
-271
| -2% | -$11.2K | 0.18% | 45 |
|
|
2014
Q3 | $434K | Sell |
11,656
-332
| -3% | -$12.4K | 0.18% | 46 |
|
|
2014
Q2 | $489K | Hold |
11,988
| – | – | 0.22% | 34 |
|
|
2014
Q1 | $457K | Sell |
11,988
-1,917
| -14% | -$73.1K | 0.18% | 34 |
|
|
2013
Q4 | $446K | Buy |
13,905
+2,917
| +27% | +$93.6K | 0.17% | 49 |
|
|
2013
Q3 | $362K | Sell |
10,988
-63
| -0.6% | -$2.08K | 0.17% | 39 |
|
|
2013
Q2 | $361K | Buy |
+11,051
| New | +$361K | 0.19% | 38 |
|