Summit Investment Advisory Services’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 | – | Sell |
-3,777
| Closed | -$311K | – | 94 |
|
|
2025
Q1 | $311K | Buy |
3,777
+76
| +2% | +$6.26K | 0.15% | 52 |
|
|
2024
Q4 | $313K | Hold |
3,701
| – | – | 0.16% | 53 |
|
|
2024
Q3 | $330K | Buy |
+3,701
| New | +$330K | 0.18% | 49 |
|
|
2024
Q2 | – | Sell |
-3,777
| Closed | -$252K | – | 80 |
|
|
2024
Q1 | $252K | Buy |
3,777
+76
| +2% | +$5.08K | 0.15% | 57 |
|
|
2023
Q4 | $226K | Hold |
3,701
| – | – | 0.14% | 58 |
|
|
2023
Q3 | $211K | Sell |
3,701
-76
| -2% | -$4.33K | 0.16% | 51 |
|
|
2023
Q2 | $236K | Buy |
3,777
+76
| +2% | +$4.76K | 0.16% | 48 |
|
|
2023
Q1 | $231K | Buy |
+3,701
| New | +$231K | 0.16% | 46 |
|