Montag & Associates’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
Q2
$89.8K Hold
2025
Q1
$87.8K Hold
2024
Q4
$90.2K Hold
2024
Q3
$95.2K Hold
2024
Q2
$78.6K Hold
2024
Q1
$71.3K Sell
2023
Q4
$113K Hold
2023
Q3
$105K Hold
2023
Q2
$116K Buy
2023
Q1
$99.9K Hold
2022
Q4
$98K Hold
2022
Q3
$90K Hold
2022
Q2
$101K Hold
2022
Q1
$112K Hold
2021
Q4
$107K Buy