GoalVest Advisory »

Public Service Enterprise shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

All positions including Public Service Enterprise held by GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 130 89.21
2024-03-31 $17k 250 66.78
2023-12-31 $14k 220 61.15
2022-03-31 $1.0k 11 90.91

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Nyse Technology Etf Etf (XNTK)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Nvidia Corporation Stock (NVDA)
Vanguard Russell 2000 Etf Etf (VTWO)
Jpmorgan Chase & Co Stock (JPM)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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