Rothschild Investment LLC’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 | $103K | Buy |
1,220
+36
| +3% | +$3.03K | 0.01% | 639 |
|
|
2025
Q1 | $97.4K | Buy |
1,184
+353
| +42% | +$29.1K | 0.01% | 638 |
|
|
2024
Q4 | $70.2K | Buy |
831
+31
| +4% | +$2.62K | ﹤0.01% | 715 |
|
|
2024
Q3 | $71.4K | Buy |
800
+10
| +1% | +$892 | ﹤0.01% | 720 |
|
|
2024
Q2 | $58.2K | Buy |
790
+35
| +5% | +$2.58K | ﹤0.01% | 726 |
|
|
2024
Q1 | $50.4K | Sell |
755
-95
| -11% | -$6.34K | ﹤0.01% | 726 |
|
|
2023
Q4 | $52K | Buy |
+850
| New | +$52K | ﹤0.01% | 649 |
|
|
2018
Q2 | – | Sell |
-55,560
| Closed | -$2.79M | – | 387 |
|
|
2018
Q1 | $2.79M | Sell |
55,560
-836
| -1% | -$42K | 0.36% | 74 |
|
|
2017
Q4 | $2.9M | Sell |
56,396
-704
| -1% | -$36.3K | 0.32% | 77 |
|
|
2017
Q3 | $2.64M | Buy |
57,100
+1,450
| +3% | +$67.1K | 0.3% | 79 |
|
|
2017
Q2 | $2.39M | Buy |
+55,650
| New | +$2.39M | 0.27% | 93 |
|