Mount Yale Investment Advisors’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 | $106K | Buy |
+1,265
| New | +$106K | 0.01% | 643 |
|
|
2024
Q2 | – | Sell |
-7,073
| Closed | -$472K | – | 560 |
|
|
2024
Q1 | $472K | Sell |
7,073
-9
| -0.1% | -$601 | 0.04% | 366 |
|
|
2023
Q4 | $433K | Buy |
7,082
+90
| +1% | +$5.5K | 0.04% | 346 |
|
|
2023
Q3 | $398K | Buy |
6,992
+71
| +1% | +$4.04K | 0.04% | 342 |
|
|
2023
Q2 | $433K | Sell |
6,921
-104
| -1% | -$6.51K | 0.05% | 326 |
|
|
2023
Q1 | $439K | Sell |
7,025
-102
| -1% | -$6.37K | 0.05% | 315 |
|
|
2022
Q4 | $437K | Buy |
7,127
+166
| +2% | +$10.2K | 0.05% | 295 |
|
|
2022
Q3 | $391K | Sell |
6,961
-532
| -7% | -$29.9K | 0.05% | 305 |
|
|
2022
Q2 | $474K | Buy |
7,493
+288
| +4% | +$18.2K | 0.06% | 294 |
|
|
2022
Q1 | $504K | Buy |
7,205
+1,748
| +32% | +$122K | 0.05% | 301 |
|
|
2021
Q4 | $364K | Buy |
5,457
+516
| +10% | +$34.4K | 0.04% | 329 |
|
|
2021
Q3 | $301K | Buy |
+4,941
| New | +$301K | 0.03% | 349 |
|
|
2018
Q2 | – | Sell |
-1,138
| Closed | -$57K | – | 982 |
|
|
2018
Q1 | $57K | Buy |
+1,138
| New | +$57K | 0.01% | 593 |
|