Optimum Investment Advisors’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
Q3 | $100K | Hold |
1,200
| – | – | 0.04% | 262 |
|
|
2025
Q2 | $101K | Hold |
1,200
| – | – | 0.04% | 248 |
|
|
2025
Q1 | $98.8K | Hold |
1,200
| – | – | 0.05% | 246 |
|
|
2024
Q4 | $101K | Hold |
1,200
| – | – | 0.04% | 251 |
|
|
2024
Q3 | $107K | Hold |
1,200
| – | – | 0.05% | 264 |
|
|
2024
Q2 | $88.4K | Hold |
1,200
| – | – | 0.04% | 282 |
|
|
2024
Q1 | $80.1K | Hold |
1,200
| – | – | 0.04% | 302 |
|
|
2023
Q4 | $73.4K | Sell |
1,200
-1,200
| -50% | -$73.7K | 0.04% | 303 |
|
|
2023
Q3 | $137K | Hold |
2,400
| – | – | 0.07% | 220 |
|
|
2023
Q2 | $150K | Buy |
2,400
+1,200
| +100% | +$74.9K | 0.07% | 221 |
|
|
2023
Q1 | $74.9K | Hold |
1,200
| – | – | 0.04% | 317 |
|
|
2022
Q4 | $73.5K | Hold |
1,200
| – | – | 0.04% | 322 |
|
|
2022
Q3 | $67K | Hold |
1,200
| – | – | 0.04% | 337 |
|
|
2022
Q2 | $76K | Hold |
1,200
| – | – | 0.04% | 328 |
|
|
2022
Q1 | $84K | Hold |
1,200
| – | – | 0.04% | 338 |
|
|
2021
Q4 | $80K | Hold |
1,200
| – | – | 0.03% | 376 |
|
|
2021
Q3 | $73K | Hold |
1,200
| – | – | 0.03% | 387 |
|
|
2021
Q2 | $72K | Hold |
1,200
| – | – | 0.02% | 433 |
|
|
2021
Q1 | $72K | Hold |
1,200
| – | – | 0.02% | 427 |
|
|
2020
Q4 | $70K | Hold |
1,200
| – | – | 0.02% | 423 |
|
|
2020
Q3 | $66K | Hold |
1,200
| – | – | 0.02% | 399 |
|
|
2020
Q2 | $59K | Hold |
1,200
| – | – | 0.02% | 416 |
|
|
2020
Q1 | $54K | Hold |
1,200
| – | – | 0.02% | 410 |
|
|
2019
Q4 | $71K | Hold |
1,200
| – | – | 0.02% | 455 |
|
|
2019
Q3 | $74K | Hold |
1,200
| – | – | 0.02% | 433 |
|
|
2019
Q2 | $71K | Hold |
1,200
| – | – | 0.02% | 438 |
|
|
2019
Q1 | $71K | Hold |
1,200
| – | – | 0.02% | 443 |
|
|
2018
Q4 | $62K | Hold |
1,200
| – | – | 0.02% | 433 |
|
|
2018
Q3 | $63K | Hold |
1,200
| – | – | 0.02% | 493 |
|
|
2018
Q2 | $65K | Hold |
1,200
| – | – | 0.02% | 477 |
|
|
2018
Q1 | $60K | Buy |
+1,200
| New | +$58.9K | 0.02% | 499 |
|
|
2015
Q1 | $143K | Hold |
3,400
| – | – | 0.05% | 332 |
|
|
2014
Q4 | $141K | Hold |
3,400
| – | – | 0.05% | 313 |
|
|
2014
Q3 | $127K | Hold |
3,400
| – | – | 0.04% | 320 |
|
|
2014
Q2 | $139K | Hold |
3,400
| – | – | 0.05% | 306 |
|
|
2014
Q1 | $130K | Sell |
3,400
-200
| -6% | -$6.91K | 0.05% | 271 |
|
|
2013
Q4 | $115K | Buy |
3,600
+1,000
| +38% | +$33.1K | 0.04% | 279 |
|
|
2013
Q3 | $86K | Buy |
+2,600
| New | +$86K | 0.04% | 300 |
|
Other funds holding PEG
Optimum Investment Advisors's PEG Position: Q3 2025 in Review
Optimum Investment Advisors held its Public Service Enterprise Group (PEG) position steady in Q3 2025 at 1,200 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #262.
Optimum Investment Advisors first reported a position in PEG in Q3 2013 and has held it in 38 quarters since. The position peaked at $150K in Q2 2023. 1,218 funds tracked by Wall St. Rank hold PEG as of Q3 2025.
- Optimum Investment Advisors held 1,200 shares of Public Service Enterprise Group worth $100K as of Q3 2025.
- Optimum Investment Advisors left its Public Service Enterprise Group share count unchanged in Q3 2025.
- Public Service Enterprise Group made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #262 holding.
- Optimum Investment Advisors first reported a position in Public Service Enterprise Group in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Public Service Enterprise Group position peaked at $150K in Q2 2023.
- 1,218 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.