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 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 4.46% |
$2.66K - $3.07K
|
796
$66.1K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
31New |
$2.42K - $2.8K
|
31
$2.57K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
29+ 15.18% |
$2.27K - $2.62K
|
220
$18.3K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
29+ 0.4% |
$2.27K - $2.62K
|
7.3K
$606K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
28+ 1.02% |
$2.19K - $2.53K
|
2.77K
$230K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
28New |
$2.19K - $2.53K
|
28
$2.32K
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
28+ 0.27% |
$2.19K - $2.53K
|
10.3K
$855K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.17% |
$2.11K - $2.44K
|
15.8K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
27+ 1.1% |
$2.11K - $2.44K
|
2.49K
$207K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
26+ 0.25% |
$2.03K - $2.35K
|
10.3K
$856K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
26+ 4.04% |
$2.03K - $2.35K
|
670
$55.6K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
25+ 0.24% |
$1.96K - $2.26K
|
10.5K
$871K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
25+ 0.81% |
$1.96K - $2.26K
|
3.12K
$259K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
24+ 0.77% |
$1.88K - $2.17K
|
3.15K
$261K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 1.56% |
$1.88K - $2.17K
|
1.56K
$129K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
24New |
$1.88K - $2.17K
|
24
$1.99K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23+ 0.74% |
$1.8K - $2.08K
|
3.14K
$261K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22+ 0.41% |
$1.72K - $1.99K
|
5.35K
$444K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22+ 0.61% |
$1.72K - $1.99K
|
3.63K
$302K
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
21+ 0.67% |
$1.64K - $1.9K
|
3.16K
$262K
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
21+ 0.12% |
$1.64K - $1.9K
|
17K
$1.41M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 4.85% |
$1.56K - $1.81K
|
432
$35.9K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20New |
$1.56K - $1.81K
|
20
$1.66K
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
19+ 0.77% |
$1.49K - $1.72K
|
2.49K
$207K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
19+ 0.72% |
$1.49K - $1.72K
|
2.65K
$220K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
19New |
$1.49K - $1.72K
|
19
$1.58K
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.74% |
$1.41K - $1.63K
|
2.45K
$204K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.42% |
$1.41K - $1.63K
|
1.28K
$106K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$1.41K - $1.63K
|
18
$1.49K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18+ 0.5% |
$1.41K - $1.63K
|
3.58K
$297K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16+ 0.35% |
$1.25K - $1.45K
|
4.61K
$382K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16+ 0.5% |
$1.25K - $1.45K
|
3.22K
$268K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14+ 7.91% |
$1.09K - $1.27K
|
191
$15.9K
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
14+ 0.06% |
$1.09K - $1.27K
|
23.4K
$1.94M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 32.5% |
$1.02K - $1.18K
|
53
$4.4K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12New |
$938 - $1.08K
|
12
$996
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.36% |
$938 - $1.08K
|
3.37K
$280K
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12+ 0.16% |
$938 - $1.08K
|
7.43K
$617K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11+ 0.38% |
$860 - $994
|
2.88K
$239K
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11+ 0.31% |
$860 - $994
|
3.53K
$293K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
11+ 0.15% |
$860 - $994
|
7.27K
$604K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11+ 0.4% |
$860 - $994
|
2.78K
$230K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.37% |
$782 - $904
|
2.68K
$222K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10New |
$782 - $904
|
10
$830
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.32% |
$782 - $904
|
3.17K
$263K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9+ 1.34% |
$704 - $814
|
683
$56.7K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.5% |
$704 - $814
|
1.82K
$151K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.08% |
$626 - $723
|
9.74K
$808K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$547 - $633
|
7
$581
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.78% |
$469 - $542
|
771
$64K
|