United Capital Financial 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 | $1.13M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $940K | Sell |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $808K | Sell |
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|
2023
Q1 | $865K | Sell |
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|
2022
Q4 | $919K | Buy |
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|
2022
Q3 | $826K | Buy |
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|
2022
Q2 | $817K | Buy |
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|
2022
Q1 | $892K | Sell |
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|
2021
Q4 | $977K | Buy |
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|
2021
Q3 | $859K | Sell |
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|
2021
Q2 | $932K | Sell |
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|
2021
Q1 | $982K | Sell |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q3 | $891K | Sell |
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|
2020
Q2 | $857K | Buy |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $715K | Buy |
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|
2019
Q3 | $677K | Sell |
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|
2019
Q2 | $795K | Buy |
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|
2019
Q1 | $766K | Sell |
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|
2018
Q4 | $713K | Buy |
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|
2018
Q3 | $668K | Buy |
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|
2018
Q2 | $415K | Sell |
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|
2018
Q1 | $739K | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $782K | Sell |
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|
2017
Q2 | $760K | Sell |
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|
2017
Q1 | $885K | Buy |
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|
2016
Q4 | $803K | Sell |
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|
2016
Q3 | $886K | Sell |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $1.24M | Sell |
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|
2015
Q4 | $1.18M | Sell |
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|
2015
Q3 | $1.54M | Sell |
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|
2015
Q2 | $1.52M | Buy |
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|
2015
Q1 | $873K | Buy |
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|
2014
Q4 | $461K | Buy |
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|
2014
Q3 | $382K | Sell |
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|
2014
Q2 | $427K | Buy |
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|
2014
Q1 | $210K | Buy |
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