SWP
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Sagespring Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Sagespring Wealth Partners’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$969K Buy
11,506
+701
+6% +$59K 0.02% 288
2025
Q1 		$889K Buy
10,805
+1,046
+11% +$86.1K 0.02% 260
2024
Q4 		$825K Buy
+9,759
New +$825K 0.02% 250