Purchases and Sales Made in Q4 2023 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
577New |
$31.6K - $37.6K
|
577
$47.9K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
551New |
$30.1K - $35.9K
|
551
$45.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
537+ 5.97% |
$29.4K - $35K
|
9.54K
$792K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
534+ 6.72% |
$29.2K - $34.8K
|
8.48K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
531New |
$29K - $34.6K
|
531
$44.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
526+ 3.33% |
$28.8K - $34.2K
|
16.3K
$1.35M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
520+ 99.62% |
$28.4K - $33.8K
|
1.04K
$86.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
506+ 19.42% |
$27.7K - $32.9K
|
3.11K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
501+ 13.31% |
$27.4K - $32.6K
|
4.27K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500+ 270.27% |
$27.3K - $32.5K
|
685
$56.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500+ 270.27% |
$27.3K - $32.5K
|
685
$56.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
500New |
$27.3K - $32.5K
|
500
$41.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
500New |
$27.3K - $32.5K
|
500
$41.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
477+ 5.63% |
$26.1K - $31K
|
8.94K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
456+ 1.04% |
$24.9K - $29.7K
|
44.3K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
453+ 2.63% |
$24.8K - $29.5K
|
17.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
447+ 9.9% |
$24.4K - $29.1K
|
4.96K
$412K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
439+ 9.1% |
$24K - $28.6K
|
5.26K
$437K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
432+ 5.57% |
$23.6K - $28.1K
|
8.19K
$680K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
419+ 3.24% |
$22.9K - $27.3K
|
13.3K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
408+ 0.91% |
$22.3K - $26.6K
|
45.3K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
403+ 2.99% |
$22K - $26.2K
|
13.9K
$1.15M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$21.9K - $26K
|
400
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.47% |
$21.9K - $26K
|
85.9K
$7.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
400+ 8.8% |
$21.9K - $26K
|
4.95K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
382+ 0.35% |
$20.9K - $24.9K
|
110K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
380+ 3.81% |
$20.8K - $24.7K
|
10.4K
$859K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
375+ 5.03% |
$20.5K - $24.4K
|
7.83K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
373+ 5.36% |
$20.4K - $24.3K
|
7.33K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
365+ 2.1% |
$20K - $23.8K
|
17.8K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
353+ 5.75% |
$19.3K - $23K
|
6.49K
$539K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
353+ 0.46% |
$19.3K - $23K
|
77.7K
$6.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
342+ 0.89% |
$18.7K - $22.3K
|
38.9K
$3.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
332New |
$18.2K - $21.6K
|
332
$27.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
319New |
$17.4K - $20.8K
|
319
$26.5K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
318New |
$17.4K - $20.7K
|
318
$26.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
305+ 5.79% |
$16.7K - $19.9K
|
5.57K
$462K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
300+ 4.95% |
$16.4K - $19.5K
|
6.37K
$528K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
289+ 16.35% |
$15.8K - $18.8K
|
2.06K
$171K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
276+ 8.32% |
$15.1K - $18K
|
3.59K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
275+ 0.1% |
$15K - $17.9K
|
277K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
273+ 154.24% |
$14.9K - $17.8K
|
450
$37.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
259+ 1.58% |
$14.2K - $16.9K
|
16.7K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
252+ 0.4% |
$13.8K - $16.4K
|
63.7K
$5.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
252+ 0.4% |
$13.8K - $16.4K
|
63.7K
$5.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
251+ 0.88% |
$13.7K - $16.3K
|
28.7K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
241+ 0.33% |
$13.2K - $15.7K
|
74.1K
$6.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
239+ 3.39% |
$13.1K - $15.6K
|
7.29K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
228+ 2.1% |
$12.5K - $14.8K
|
11.1K
$920K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
227+ 13.7% |
$12.4K - $14.8K
|
1.88K
$156K
|