Forvis Wealth Advisors, LLC Public Service Enterprise Group Inc Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Public Service Enterprise Group Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 44,940 shares of PEG stock, worth $4.07 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

44,940

Previous 45,516 1.27%

Holding current value

$4.07 Million

Previous $3.35 Million 19.53%

% of portfolio

0.09%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$73.58 - $89.21 $42,382 - $51,384	-576 Reduced 1.27%	44,940 $4.01 Million
Q2 2024 Aug 09, 2024	BUY	$64.28 - $75.76 $8,999 - $10,606	140 Added 0.31%	45,516 $3.35 Million
Q1 2024 Apr 19, 2024	BUY	$56.98 - $66.78 $68,831 - $80,670	1,208 Added 2.74%	45,376 $3.03 Million
Q4 2023 Jan 11, 2024	SELL	$54.69 - $65.09 $63,166 - $75,178	-1,155 Reduced 2.55%	44,168 $2.7 Million
Q3 2023 Oct 25, 2023	SELL	$56.66 - $65.13 $915,568 - $1.05 Million	-16,159 Reduced 26.28%	45,323 $2.58 Million
Q2 2023 Aug 08, 2023	BUY	$59.47 - $64.2 $905,965 - $978,022	15,234 Added 32.94%	61,482 $3.85 Million
Q1 2023 Apr 26, 2023	BUY	$56.36 - $63.97 $55,852 - $63,394	991 Added 2.19%	46,248 $2.89 Million
Q4 2022 Feb 02, 2023	BUY	$53.77 - $61.81 $146,469 - $168,370	2,724 Added 6.4%	45,257 $2.77 Million
Q3 2022 Oct 13, 2022	BUY	$56.23 - $69.39 $48,807 - $60,230	868 Added 2.08%	42,533 $2.39 Million
Q2 2022 Jul 22, 2022	BUY	$59.0 - $74.73 $945,003 - $1.2 Million	16,017 Added 62.45%	41,665 $2.64 Million
Q1 2022 May 10, 2022	BUY	$62.32 - $70.0 $78,523 - $88,200	1,260 Added 5.17%	25,648 $1.8 Million
Q4 2021 Jan 14, 2022	BUY	$59.28 - $66.73 $70,602 - $79,475	1,191 Added 5.13%	24,388 $1.63 Million
Q3 2021 Oct 14, 2021	BUY	$59.83 - $64.95 $67,667 - $73,458	1,131 Added 5.13%	23,197 $1.41 Million
Q2 2021 Jul 14, 2021	BUY	$59.19 - $63.65 $80,261 - $86,309	1,356 Added 6.55%	22,066 $1.32 Million
Q1 2021 Apr 23, 2021	BUY	$53.83 - $60.21 $100,339 - $112,231	1,864 Added 9.89%	20,710 $1.25 Million
Q4 2020 Jan 22, 2021	BUY	$55.07 - $61.0 $72,251 - $80,032	1,312 Added 7.48%	18,846 $1.1 Million
Q3 2020 Nov 05, 2020	BUY	$49.75 - $55.94 $142,185 - $159,876	2,858 Added 19.47%	17,534 $963,000
Q2 2020 Jul 15, 2020	BUY	$42.79 - $55.5 $244,074 - $316,572	5,704 Added 63.58%	14,676 $721,000
Q1 2020 Apr 10, 2020	BUY	$36.86 - $61.74 $199,818 - $334,692	5,421 Added 152.66%	8,972 $403,000
Q4 2019 Jan 13, 2020	BUY	$57.69 - $63.31 $204,857 - $224,813	3,551 New	3,551 $210,000

Others Institutions Holding PEG

# of Institutions

1,258

Shares Held

364M

Call Options Held

2.04M

Put Options Held

398K

View Full List

About PUBLIC SERVICE ENTERPRISE GROUP INC

Ticker PEG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 498,860,000
Market Cap $45.1B
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...

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Forvis Wealth Advisors, LLC Public Service Enterprise Group Inc Transaction History