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Public Service Enterprise shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

All positions including Public Service Enterprise held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Service Enterprise by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $233k 2.8k 84.23
2024-09-30 $248k 2.8k 89.86
2024-06-30 $203k 2.8k 73.70
2022-03-31 $200k 2.9k 69.66

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Bernardo Wealth Planning

Top funds holding Public Service Enterprise

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Ameriprise Financial
Legal & General Group
Capital World Investors
Invesco
Northern Trust
FMR
Goldman Sachs Group
Capital Research Global Investors
Massachusetts Financial Services

View all funds holding Public Service Enterprise