United Capital Financial Advisors’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 | $1.12M | Buy |
13,293
+91
| +0.7% | +$7.66K | 0.01% | 554 |
|
|
2025
Q1 | $1.09M | Sell |
13,202
-18
| -0.1% | -$1.48K | 0.01% | 544 |
|
|
2024
Q4 | $1.12M | Buy |
13,220
+311
| +2% | +$26.3K | 0.01% | 520 |
|
|
2024
Q3 | $1.15M | Buy |
12,909
+155
| +1% | +$13.8K | 0.01% | 510 |
|
|
2024
Q2 | $940K | Sell |
12,754
-165
| -1% | -$12.2K | 0.01% | 536 |
|
|
2024
Q1 | $863K | Sell |
12,919
-13
| -0.1% | -$868 | 0.01% | 590 |
|
|
2023
Q4 | $791K | Buy |
12,932
+5,653
| +78% | +$346K | 0.01% | 607 |
|
|
2023
Q3 | $414K | Sell |
7,279
-5,629
| -44% | -$320K | ﹤0.01% | 674 |
|
|
2023
Q2 | $808K | Sell |
12,908
-938
| -7% | -$58.7K | ﹤0.01% | 593 |
|
|
2023
Q1 | $865K | Sell |
13,846
-1,147
| -8% | -$71.6K | ﹤0.01% | 612 |
|
|
2022
Q4 | $919K | Buy |
14,993
+303
| +2% | +$18.6K | 0.01% | 622 |
|
|
2022
Q3 | $826K | Buy |
14,690
+1,779
| +14% | +$100K | ﹤0.01% | 651 |
|
|
2022
Q2 | $817K | Buy |
12,911
+166
| +1% | +$10.5K | ﹤0.01% | 671 |
|
|
2022
Q1 | $892K | Sell |
12,745
-1,891
| -13% | -$132K | ﹤0.01% | 686 |
|
|
2021
Q4 | $977K | Buy |
14,636
+526
| +4% | +$35.1K | ﹤0.01% | 683 |
|
|
2021
Q3 | $859K | Sell |
14,110
-1,490
| -10% | -$90.7K | ﹤0.01% | 713 |
|
|
2021
Q2 | $932K | Sell |
15,600
-715
| -4% | -$42.7K | ﹤0.01% | 713 |
|
|
2021
Q1 | $982K | Sell |
16,315
-226
| -1% | -$13.6K | 0.01% | 677 |
|
|
2020
Q4 | $964K | Buy |
16,541
+319
| +2% | +$18.6K | 0.01% | 683 |
|
|
2020
Q3 | $891K | Sell |
16,222
-1,220
| -7% | -$67K | 0.01% | 691 |
|
|
2020
Q2 | $857K | Buy |
17,442
+7,682
| +79% | +$377K | 0.01% | 704 |
|
|
2020
Q1 | $438K | Sell |
9,760
-2,351
| -19% | -$106K | ﹤0.01% | 858 |
|
|
2019
Q4 | $715K | Buy |
12,111
+1,201
| +11% | +$70.9K | ﹤0.01% | 881 |
|
|
2019
Q3 | $677K | Sell |
10,910
-2,600
| -19% | -$161K | ﹤0.01% | 851 |
|
|
2019
Q2 | $795K | Buy |
13,510
+614
| +5% | +$36.1K | 0.01% | 881 |
|
|
2019
Q1 | $766K | Sell |
12,896
-800
| -6% | -$47.5K | 0.01% | 844 |
|
|
2018
Q4 | $713K | Buy |
13,696
+1,036
| +8% | +$53.9K | 0.01% | 802 |
|
|
2018
Q3 | $668K | Buy |
12,660
+4,989
| +65% | +$263K | ﹤0.01% | 895 |
|
|
2018
Q2 | $415K | Sell |
7,671
-7,292
| -49% | -$394K | ﹤0.01% | 979 |
|
|
2018
Q1 | $739K | Sell |
14,963
-6,806
| -31% | -$336K | 0.01% | 848 |
|
|
2017
Q4 | $1.12M | Buy |
21,769
+4,861
| +29% | +$250K | 0.01% | 754 |
|
|
2017
Q3 | $782K | Sell |
16,908
-757
| -4% | -$35K | 0.01% | 836 |
|
|
2017
Q2 | $760K | Sell |
17,665
-2,294
| -11% | -$98.7K | 0.01% | 837 |
|
|
2017
Q1 | $885K | Buy |
19,959
+1,648
| +9% | +$73.1K | 0.01% | 775 |
|
|
2016
Q4 | $803K | Sell |
18,311
-2,839
| -13% | -$125K | 0.01% | 804 |
|
|
2016
Q3 | $886K | Sell |
21,150
-962
| -4% | -$40.3K | 0.01% | 806 |
|
|
2016
Q2 | $1.04M | Sell |
22,112
-4,157
| -16% | -$195K | 0.01% | 724 |
|
|
2016
Q1 | $1.24M | Sell |
26,269
-4,304
| -14% | -$203K | 0.01% | 649 |
|
|
2015
Q4 | $1.18M | Sell |
30,573
-5,907
| -16% | -$229K | 0.01% | 651 |
|
|
2015
Q3 | $1.54M | Sell |
36,480
-2,198
| -6% | -$92.7K | 0.02% | 577 |
|
|
2015
Q2 | $1.52M | Buy |
38,678
+17,667
| +84% | +$694K | 0.02% | 639 |
|
|
2015
Q1 | $873K | Buy |
21,011
+9,889
| +89% | +$411K | 0.01% | 756 |
|
|
2014
Q4 | $461K | Buy |
11,122
+853
| +8% | +$35.4K | 0.01% | 848 |
|
|
2014
Q3 | $382K | Sell |
10,269
-191
| -2% | -$7.11K | 0.01% | 866 |
|
|
2014
Q2 | $427K | Buy |
10,460
+4,963
| +90% | +$203K | 0.01% | 707 |
|
|
2014
Q1 | $210K | Buy |
+5,497
| New | +$210K | ﹤0.01% | 861 |
|