Robertson Stephens Wealth 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
$207K Buy
2,463
+6
+0.2% +$505 0.01% 525
2025
Q1
$202K Sell
2,457
-26
-1% -$2.14K 0.01% 524
2024
Q4
$210K Sell
2,483
-2,914
-54% -$246K 0.01% 534
2024
Q3
$481K Buy
+5,397
New +$481K 0.02% 421