SageView Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
5,639
-201
-3% -$17.5K 0.02% 371
2025
Q1
$481K Sell
5,840
-269
-4% -$22.1K 0.02% 356
2024
Q4
$516K Sell
6,109
-326
-5% -$27.5K 0.02% 338
2024
Q3
$574K Sell
6,435
-809
-11% -$72.2K 0.03% 277
2024
Q2
$534K Buy
+7,244
New +$534K 0.02% 325
2024
Q1
Sell
-11,045
Closed -$643K 736
2023
Q4
$643K Buy
+11,045
New +$643K 0.03% 337