Summit Trail Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.87M | Buy |
|
|||||
|
2025
Q2 | $1.98M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $2.18M | Buy |
|
|||||
|
2024
Q2 | $1.69M | Buy |
|
|||||
|
2024
Q1 | $1.11M | Buy |
|
|||||
|
2023
Q4 | $324K | Sell |
|
|||||
|
2023
Q3 | $321K | Sell |
|
|||||
|
2023
Q2 | $375K | Buy |
|
|||||
|
2023
Q1 | $329K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $225K | Buy |
|
|||||
|
2017
Q4 | $305K | Buy |
|