Wealthspire Advisors (New York)’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 | $274K | Buy |
3,249
+265
| +9% | +$22.3K | ﹤0.01% | 696 |
|
|
2025
Q1 | $246K | Sell |
2,984
-84
| -3% | -$6.91K | ﹤0.01% | 690 |
|
|
2024
Q4 | $259K | Sell |
3,068
-1,905
| -38% | -$161K | ﹤0.01% | 676 |
|
|
2024
Q3 | $444K | Buy |
4,973
+930
| +23% | +$83K | ﹤0.01% | 517 |
|
|
2024
Q2 | $298K | Buy |
+4,043
| New | +$298K | ﹤0.01% | 542 |
|
|
2024
Q1 | – | Sell |
-5,665
| Closed | -$346K | – | 662 |
|
|
2023
Q4 | $346K | Buy |
+5,665
| New | +$346K | ﹤0.01% | 490 |
|
|
2023
Q1 | – | Sell |
-5,803
| Closed | -$356K | – | 580 |
|
|
2022
Q4 | $356K | Sell |
5,803
-79
| -1% | -$4.84K | 0.01% | 424 |
|
|
2022
Q3 | $331K | Sell |
5,882
-5,595
| -49% | -$315K | 0.01% | 396 |
|
|
2022
Q2 | $726K | Buy |
+11,477
| New | +$726K | 0.02% | 257 |
|
|
2022
Q1 | – | Sell |
-5,289
| Closed | -$353K | – | 522 |
|
|
2021
Q4 | $353K | Sell |
5,289
-2,473
| -32% | -$165K | 0.01% | 390 |
|
|
2021
Q3 | $473K | Buy |
+7,762
| New | +$473K | 0.01% | 366 |
|
|
2021
Q2 | – | Sell |
-26,973
| Closed | -$1.62M | – | 580 |
|
|
2021
Q1 | $1.62M | Buy |
26,973
+4,319
| +19% | +$260K | 0.04% | 198 |
|
|
2020
Q4 | $1.32M | Buy |
22,654
+14,405
| +175% | +$840K | 0.04% | 174 |
|
|
2020
Q3 | $453K | Buy |
8,249
+1,376
| +20% | +$75.6K | 0.03% | 191 |
|
|
2020
Q2 | $338K | Sell |
6,873
-1,222
| -15% | -$60.1K | 0.02% | 191 |
|
|
2020
Q1 | $364K | Buy |
+8,095
| New | +$364K | 0.02% | 343 |
|
|
2019
Q1 | – | Sell |
-343
| Closed | -$18K | – | 590 |
|
|
2018
Q4 | $18K | Buy |
+343
| New | +$18K | ﹤0.01% | 365 |
|