Wealthspire Advisors (New York)’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 | $601K | Buy |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $726K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $353K | Sell |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $453K | Buy |
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|
2020
Q2 | $338K | Sell |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $18K | Buy |
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