Public Service Enterprise shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Public Service Enterprise
Tip: Access up to 7 years of quarterly data
All positions including Public Service Enterprise held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Public Service Enterprise by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $763k | 9.1k | 83.46 |
| 2025-06-30 | $913k | 11k | 84.18 |
| 2025-03-31 | $897k | 11k | 82.30 |
| 2024-12-31 | $951k | 11k | 84.49 |
| 2024-09-30 | $1.0M | 11k | 89.21 |
| 2024-06-30 | $952k | 13k | 73.70 |
| 2024-03-31 | $886k | 13k | 66.78 |
| 2023-12-31 | $832k | 14k | 61.15 |
| 2023-09-30 | $773k | 14k | 56.91 |
| 2023-06-30 | $851k | 14k | 62.61 |
| 2023-03-31 | $871k | 14k | 62.45 |
| 2022-12-31 | $908k | 15k | 61.27 |
| 2022-09-30 | $836k | 15k | 56.22 |
| 2022-06-30 | $940k | 15k | 63.30 |
| 2022-03-31 | $1.1M | 15k | 70.03 |
| 2021-12-31 | $1.0M | 15k | 66.73 |
| 2021-09-30 | $988k | 16k | 60.91 |
| 2021-06-30 | $909k | 15k | 59.73 |
| 2021-03-31 | $931k | 16k | 60.19 |
| 2020-12-31 | $923k | 16k | 58.33 |