York Bridge Wealth Partners, LLC Public Service Enterprise Group Inc Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Public Service Enterprise Group Inc stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 13,124 shares of PEG stock, worth $967,238. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,124

Previous 18,003 27.1%

Holding current value

$967,238

Previous $1.01 Million 20.55%

% of portfolio

0.2%

Previous 0.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$53.77 - $61.81 $262,343 - $301,570	-4,879 Reduced 27.1%	13,124 $0
Q3 2022 Oct 18, 2022	BUY	$56.23 - $69.39 $19,680 - $24,286	350 Added 1.98%	18,003 $1.01 Million
Q2 2022 Jul 15, 2022	SELL	$59.0 - $74.73 $63,956 - $81,007	-1,084 Reduced 5.79%	17,653 $1.12 Million
Q1 2022 Apr 15, 2022	SELL	$62.32 - $70.0 $122,770 - $137,900	-1,970 Reduced 9.51%	18,737 $1.31 Million
Q4 2021 Jan 19, 2022	SELL	$59.28 - $66.73 $63,073 - $71,000	-1,064 Reduced 4.89%	20,707 $1.38 Million

Q3 2021 Oct 22, 2021	BUY	$59.83 - $64.95 $61,624 - $66,898	1,030 Added 4.97%	21,771 $1.33 Million
Q2 2021 Jul 22, 2021	BUY	$59.19 - $63.65 $35,691 - $38,380	603 Added 2.99%	20,741 $1.24 Million
Q1 2021 Apr 15, 2021	BUY	$53.83 - $60.21 $673,144 - $752,926	12,505 Added 163.83%	20,138 $1.21 Million
Q4 2020 Jan 19, 2021	BUY	$55.07 - $61.0 $12,225 - $13,542	222 Added 3.0%	7,633 $445,000
Q3 2020 Oct 19, 2020	BUY	$49.75 - $55.94 $18,656 - $20,977	375 Added 5.33%	7,411 $407,000
Q2 2020 Jul 20, 2020	BUY	$42.79 - $55.5 $301,070 - $390,498	7,036 New	7,036 $346,000
Q3 2019 Oct 21, 2019	SELL	$55.63 - $62.26 $155,040 - $173,518	-2,787 Closed	0 $0
Q2 2019 Jul 18, 2019	SELL	$57.77 - $61.38 $5,488 - $5,831	-95 Reduced 3.3%	2,787 $164,000
Q1 2019 May 09, 2019	SELL	$50.75 - $59.92 $12,636 - $14,920	-249 Reduced 7.95%	2,882 $171,000
Q4 2018 Feb 14, 2019	SELL	$49.89 - $56.37 $7,034 - $7,948	-141 Reduced 4.31%	3,131 $163,000
Q3 2018 Nov 14, 2018	SELL	$50.54 - $53.92 $7,075 - $7,548	-140 Reduced 4.1%	3,272 $172,000
Q4 2017 Feb 12, 2018	SELL	$46.25 - $53.07 $3,561 - $4,086	-77 Reduced 2.21%	3,412 $167,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,489	3,489 $149,000

Others Institutions Holding PEG

# of Institutions

1,085

Shares Held

362M

Call Options Held

1.73M

Put Options Held

349K

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 $36.8B
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...

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York Bridge Wealth Partners, LLC Public Service Enterprise Group Inc Transaction History