Purchases and Sales Made in Q2 2025 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
225+ 3.95% |
$17.4K - $18.9K
|
5.93K
$474K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
225+ 166.67% |
$17.4K - $18.9K
|
360
$28.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
218+ 2.92% |
$16.8K - $18.4K
|
7.68K
$615K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
210+ 3.53% |
$16.2K - $17.7K
|
6.16K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
204+ 1.94% |
$15.7K - $17.2K
|
10.7K
$858K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
201+ 2.32% |
$15.5K - $16.9K
|
8.88K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
198+ 0.97% |
$15.3K - $16.7K
|
20.7K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
197+ 1.55% |
$15.2K - $16.6K
|
12.9K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
193+ 4.78% |
$14.9K - $16.2K
|
4.23K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
193+ 24.25% |
$14.9K - $16.2K
|
989
$79.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
188+ 188.0% |
$14.5K - $15.8K
|
288
$23K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
185+ 3.86% |
$14.3K - $15.6K
|
4.98K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
184+ 5.2% |
$14.2K - $15.5K
|
3.73K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
179+ 2.98% |
$13.8K - $15.1K
|
6.19K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
179+ 3.26% |
$13.8K - $15.1K
|
5.68K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
172+ 0.86% |
$13.3K - $14.5K
|
20.2K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
170+ 1.52% |
$13.1K - $14.3K
|
11.3K
$906K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
169+ 2.17% |
$13K - $14.2K
|
7.96K
$637K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
169+ 5.6% |
$13K - $14.2K
|
3.19K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
163+ 4.76% |
$12.6K - $13.7K
|
3.59K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157+ 9.76% |
$12.1K - $13.2K
|
1.77K
$141K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
150+ 2.14% |
$11.6K - $12.6K
|
7.17K
$573K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
146+ 1.9% |
$11.3K - $12.3K
|
7.81K
$625K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
145+ 1.05% |
$11.2K - $12.2K
|
13.9K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
144+ 2.35% |
$11.1K - $12.1K
|
6.26K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
143+ 23.64% |
$11K - $12K
|
748
$59.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
143+ 2.21% |
$11K - $12K
|
6.63K
$530K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
139+ 1.14% |
$10.7K - $11.7K
|
12.4K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
136+ 43.04% |
$10.5K - $11.4K
|
452
$36.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
134+ 4.33% |
$10.3K - $11.3K
|
3.23K
$258K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
129+ 0.2% |
$9.95K - $10.9K
|
63.3K
$5.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
126+ 0.81% |
$9.72K - $10.6K
|
15.6K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
125+ 2.5% |
$9.64K - $10.5K
|
5.13K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
125+ 3.98% |
$9.64K - $10.5K
|
3.27K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
124+ 5.89% |
$9.56K - $10.4K
|
2.23K
$178K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
119+ 4.78% |
$9.18K - $10K
|
2.61K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
116New |
$8.95K - $9.76K
|
116
$9.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
114+ 0.65% |
$8.79K - $9.6K
|
17.6K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
112New |
$8.64K - $9.43K
|
112
$8.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
107New |
$8.25K - $9.01K
|
107
$8.56K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
105+ 0.87% |
$8.1K - $8.84K
|
12.2K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
101+ 2.14% |
$7.79K - $8.5K
|
4.83K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
100+ 0.14% |
$7.71K - $8.42K
|
72.1K
$5.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
99+ 2.2% |
$7.64K - $8.33K
|
4.6K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
98+ 0.76% |
$7.56K - $8.25K
|
12.9K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
95+ 34.3% |
$7.33K - $8K
|
372
$29.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
93+ 0.68% |
$7.17K - $7.83K
|
13.8K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
91+ 0.69% |
$7.02K - $7.66K
|
13.3K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
90+ 11.11% |
$6.94K - $7.58K
|
900
$72K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
81+ 74.31% |
$6.25K - $6.82K
|
190
$15.2K
|