A detailed history of Ep Wealth Advisors, LLC transactions in Public Service Enterprise Group Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,482 shares of PEG stock, worth $298,720. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,482
Previous 3,256 6.94%
Holding current value
$298,720
Previous $239,000 29.71%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$73.58 - $89.21 $16,629 - $20,161
226 Added 6.94%
3,482 $310,000
Q2 2024

Aug 19, 2024

SELL
$64.28 - $75.76 $18,834 - $22,197
-293 Reduced 8.26%
3,256 $239,000
Q1 2024

May 14, 2024

SELL
$56.98 - $66.78 $85,071 - $99,702
-1,493 Reduced 29.61%
3,549 $237,000
Q4 2023

Feb 28, 2024

BUY
$54.69 - $65.09 $3,882 - $4,621
71 Added 1.43%
5,042 $308,000
Q3 2023

Nov 22, 2023

SELL
$56.66 - $65.13 $658,899 - $757,396
-11,629 Reduced 70.05%
4,971 $282,000
Q2 2023

Aug 14, 2023

BUY
$59.47 - $64.2 $380,191 - $410,430
6,393 Added 62.63%
16,600 $1.04 Million
Q1 2023

Jun 05, 2023

BUY
$56.36 - $63.97 $575,266 - $652,941
10,207 New
10,207 $637,000

Others Institutions Holding PEG

About PUBLIC SERVICE ENTERPRISE GROUP INC


  • Ticker PEG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 498,860,000
  • Market Cap $42.8B
  • Description
  • Public Service Enterprise Group Incorporated, through its subsidiaries, operates as an energy company primarily in the Northeastern and Mid-Atlantic United States. It operates through two segments, PSE&G and PSEG Power. The PSE&G segment transmits electricity; distributes electricity and gas to residential, commercial, and industrial cus...
More about PEG
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.