Public Service Enterprise shares owned by Caldwell Trust
Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Public Service Enterprise
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All positions including Public Service Enterprise held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Public Service Enterprise by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 6.7k | 83.46 |
| 2021-12-31 | $875k | 13k | 66.73 |
| 2021-09-30 | $769k | 13k | 60.90 |
| 2021-06-30 | $756k | 13k | 59.74 |
| 2021-03-31 | $699k | 12k | 60.21 |
| 2020-12-31 | $703k | 12k | 58.30 |
| 2020-09-30 | $655k | 12k | 54.91 |
| 2020-06-30 | $598k | 12k | 49.16 |
| 2020-03-31 | $550k | 12k | 44.91 |
| 2019-12-31 | $721k | 12k | 59.05 |