Wedmont Private Capital’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 | $513K | Buy |
6,291
+304
| +5% | +$24.8K | 0.02% | 418 |
|
|
2025
Q1 | $492K | Sell |
5,987
-125
| -2% | -$10.3K | 0.03% | 392 |
|
|
2024
Q4 | $515K | Buy |
6,112
+649
| +12% | +$54.7K | 0.03% | 366 |
|
|
2024
Q3 | $492K | Buy |
5,463
+207
| +4% | +$18.6K | 0.03% | 358 |
|
|
2024
Q2 | $401K | Buy |
+5,256
| New | +$401K | 0.03% | 404 |
|
|
2024
Q1 | – | Sell |
-3,546
| Closed | -$220K | – | 623 |
|
|
2023
Q4 | $220K | Buy |
+3,546
| New | +$220K | 0.02% | 505 |
|