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Shepherd Financial Partners’s Public Service Enterprise Group PEG Stock Holding History

Shepherd Financial Partners’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,375
Closed -$201K – 235
2024
Q4 		$201K Hold
2,375
– – 0.02% 216
2024
Q3 		$212K Buy
+2,375
New +$190K 0.03% 209

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Shepherd Financial Partners's PEG Position: Q1 2025 in Review

Shepherd Financial Partners sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 2,375 shares — an estimated $201K sold.

Shepherd Financial Partners first reported a position in PEG in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Shepherd Financial Partners reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,375 Public Service Enterprise Group shares in Q1 2025, an estimated $201K.
  • Shepherd Financial Partners first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 2 quarters.
  • Shepherd Financial Partners's Public Service Enterprise Group position peaked at $212K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Shepherd Financial Partners's 13F filing for Q1 2025, filed 18 Apr 2025.