Morton Capital 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	$225K	Sell	2,674 -97	-4%	-$8.17K	0.04%	111
2025 Q1	$228K	Buy	2,771 +28	+1%	+$2.31K	0.04%	100
2024 Q4	$232K	Buy	2,743 +1	+0%	+$84	0.04%	103
2024 Q3	$245K	Buy	+2,742	New	+$245K	0.05%	95