Cerro Pacific Wealth Advisors »

Public Service Enterprise shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific Wealth Advisors investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Public Service Enterprise by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $937k 13k 73.70
2024-06-30 $937k 13k 73.70
2023-03-31 $640k 10k 62.45
2022-12-31 $347k 5.7k 61.27

More positions owned by Cerro Pacific Wealth Advisors

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Value (VLUE)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishares 25+ Yr T (GOVZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Chevron Corporation (CVX)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Cerro Pacific Wealth Advisors

Top funds holding Public Service Enterprise

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Capital World Investors
Morgan Stanley
Invesco
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Massachusetts Financial Services
Bank of New York Mellon

View all funds holding Public Service Enterprise