Plante Moran Financial 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
Q1 | – | Sell |
-889
| Closed | -$75.1K | – | 930 |
|
|
2024
Q4 | $75.1K | Hold |
889
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $79.3K | Buy |
889
+9
| +1% | +$803 | 0.01% | 313 |
|
|
2024
Q2 | $64.9K | Hold |
880
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $58.8K | Hold |
880
| – | – | 0.01% | 314 |
|
|
2023
Q4 | $53.8K | Hold |
880
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $50.1K | Hold |
880
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $55.1K | Hold |
880
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $55K | Hold |
880
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $53.9K | Hold |
880
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $49K | Sell |
880
-67
| -7% | -$3.73K | 0.01% | 311 |
|
|
2022
Q2 | $60K | Buy |
947
+67
| +8% | +$4.25K | 0.01% | 283 |
|
|
2022
Q1 | $62K | Sell |
880
-85
| -9% | -$5.99K | 0.01% | 302 |
|
|
2021
Q4 | $64K | Buy |
965
+85
| +10% | +$5.64K | 0.01% | 312 |
|
|
2021
Q3 | $54K | Hold |
880
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $53K | Hold |
880
| – | – | 0.01% | 358 |
|
|
2021
Q1 | $53K | Hold |
880
| – | – | 0.01% | 352 |
|
|
2020
Q4 | $51K | Buy |
+880
| New | +$51K | 0.02% | 358 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 913 |
|
|
2020
Q1 | – | Sell |
-155
| Closed | -$9K | – | 814 |
|
|
2019
Q4 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 556 |
|