Purchases and Sales Made in Q1 2025 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q1 2025. The information is specifically focused on institutions that hold shares of PUBLIC SERVICE ENTERPRISE GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
91+ 0.31% |
$7.12K - $8.23K
|
29.5K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
89New |
$6.96K - $8.04K
|
89
$7.39K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
88+ 49.72% |
$6.88K - $7.95K
|
265
$22K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
88+ 0.6% |
$6.88K - $7.95K
|
14.8K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
87+ 15.13% |
$6.8K - $7.86K
|
662
$54.9K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
83New |
$6.49K - $7.5K
|
83
$6.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
82+ 0.56% |
$6.41K - $7.41K
|
14.6K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 6.55% |
$6.41K - $7.41K
|
1.33K
$111K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
81+ 2.76% |
$6.33K - $7.32K
|
3.01K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
80+ 1.66% |
$6.26K - $7.23K
|
4.9K
$406K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
76+ 2.05% |
$5.94K - $6.87K
|
3.78K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
72+ 0.77% |
$5.63K - $6.51K
|
9.39K
$779K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
71+ 1.36% |
$5.55K - $6.42K
|
5.29K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
71New |
$5.55K - $6.42K
|
71
$5.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
70+ 0.89% |
$5.47K - $6.33K
|
7.9K
$656K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
70New |
$5.47K - $6.33K
|
70
$5.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
69+ 2.52% |
$5.4K - $6.24K
|
2.81K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
68+ 21.45% |
$5.32K - $6.15K
|
385
$32K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.72% |
$5.32K - $6.15K
|
9.57K
$795K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
68New |
$5.32K - $6.15K
|
68
$5.64K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 3.66% |
$5.24K - $6.06K
|
1.9K
$158K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
66+ 0.18% |
$5.16K - $5.97K
|
36.1K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
62+ 1.68% |
$4.85K - $5.6K
|
3.75K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
61+ 0.48% |
$4.77K - $5.51K
|
12.7K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
61+ 1.64% |
$4.77K - $5.51K
|
3.77K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
61New |
$4.77K - $5.51K
|
61
$5.06K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
60+ 1.15% |
$4.69K - $5.42K
|
5.26K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
59+ 1.17% |
$4.61K - $5.33K
|
5.09K
$422K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
55New |
$4.3K - $4.97K
|
55
$4.57K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
55+ 0.53% |
$4.3K - $4.97K
|
10.5K
$873K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
52+ 0.14% |
$4.07K - $4.7K
|
38.5K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
51+ 1.46% |
$3.99K - $4.61K
|
3.54K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
50+ 1.09% |
$3.91K - $4.52K
|
4.63K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 1.21% |
$3.91K - $4.52K
|
4.19K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
44+ 1.48% |
$3.44K - $3.98K
|
3.02K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
43+ 1.36% |
$3.36K - $3.89K
|
3.21K
$267K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
43+ 0.79% |
$3.36K - $3.89K
|
5.52K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
42+ 1.35% |
$3.28K - $3.8K
|
3.16K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41+ 1.32% |
$3.21K - $3.71K
|
3.14K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
41+ 0.17% |
$3.21K - $3.71K
|
23.5K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
40+ 2.14% |
$3.13K - $3.62K
|
1.91K
$159K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 200.0% |
$2.97K - $3.43K
|
57
$4.73K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
38+ 8.09% |
$2.97K - $3.43K
|
508
$42.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
37+ 0.21% |
$2.89K - $3.34K
|
18K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
37+ 0.42% |
$2.89K - $3.34K
|
8.78K
$728K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
37+ 0.48% |
$2.89K - $3.34K
|
7.67K
$636K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
35+ 0.64% |
$2.74K - $3.16K
|
5.52K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
35+ 5.0% |
$2.74K - $3.16K
|
735
$61K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
35+ 1.01% |
$2.74K - $3.16K
|
3.5K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34+ 0.77% |
$2.66K - $3.07K
|
4.47K
$371K
|