Spire 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
$292K Sell
3,469
-2,184
-39% -$184K 0.01% 655
2025
Q1
$465K Buy
5,653
+446
+9% +$36.7K 0.01% 577
2024
Q4
$440K Buy
5,207
+121
+2% +$10.2K 0.01% 584
2024
Q3
$454K Buy
5,086
+142
+3% +$12.7K 0.02% 540
2024
Q2
$364K Sell
4,944
-597
-11% -$44K 0.01% 556
2024
Q1
$370K Buy
5,541
+62
+1% +$4.14K 0.01% 599
2023
Q4
$321K Buy
5,479
+189
+4% +$11.1K 0.01% 632
2023
Q3
$301K Sell
5,290
-43
-0.8% -$2.45K 0.01% 592
2023
Q2
$334K Sell
5,333
-457
-8% -$28.6K 0.01% 590
2023
Q1
$362K Buy
5,790
+665
+13% +$41.5K 0.01% 573
2022
Q4
$314K Sell
5,125
-38
-0.7% -$2.33K 0.02% 452
2022
Q3
$290K Buy
5,163
+681
+15% +$38.3K 0.02% 451
2022
Q2
$284K Sell
4,482
-1,151
-20% -$72.9K 0.01% 650
2022
Q1
$394K Sell
5,633
-6,155
-52% -$431K 0.01% 641
2021
Q4
$787K Buy
11,788
+5,154
+78% +$344K 0.02% 550
2021
Q3
$404K Buy
6,634
+776
+13% +$47.3K 0.01% 663
2021
Q2
$350K Sell
5,858
-5,235
-47% -$313K 0.01% 723
2021
Q1
$663K Buy
+11,093
New +$663K 0.02% 575