Montag & Associates’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 | $89.8K | Hold |
1,067
| – | – | ﹤0.01% | 489 |
|
|
2025
Q1 | $87.8K | Hold |
1,067
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $90.2K | Hold |
1,067
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $95.2K | Hold |
1,067
| – | – | ﹤0.01% | 508 |
|
|
2024
Q2 | $78.6K | Hold |
1,067
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $71.3K | Sell |
1,067
-783
| -42% | -$52.3K | ﹤0.01% | 536 |
|
|
2023
Q4 | $113K | Hold |
1,850
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $105K | Hold |
1,850
| – | – | 0.01% | 452 |
|
|
2023
Q2 | $116K | Buy |
1,850
+250
| +16% | +$15.7K | 0.01% | 450 |
|
|
2023
Q1 | $99.9K | Hold |
1,600
| – | – | 0.01% | 459 |
|
|
2022
Q4 | $98K | Hold |
1,600
| – | – | 0.01% | 449 |
|
|
2022
Q3 | $90K | Hold |
1,600
| – | – | 0.01% | 452 |
|
|
2022
Q2 | $101K | Hold |
1,600
| – | – | 0.01% | 435 |
|
|
2022
Q1 | $112K | Hold |
1,600
| – | – | 0.01% | 451 |
|
|
2021
Q4 | $107K | Buy |
+1,600
| New | +$107K | 0.01% | 465 |
|