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Public Service Enterprise shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Public Service Enterprise by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $266k 3.2k 84.49
2024-09-30 $281k 3.2k 89.21
2024-06-30 $232k 3.2k 73.70
2024-03-31 $210k 3.2k 66.78

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Small-cap Etf Etf (VB)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Vanguard Short-term Bond Etf Etf (BSV)
Avantis U.s. Equity Etf Etf (AVUS)
Coca Cola Stock (KO)

View all positions for Monument Group Wealth Advisors

Top funds holding Public Service Enterprise

BlackRock
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Capital World Investors
Invesco
Northern Trust
Capital Research Global Investors
Massachusetts Financial Services
Bank of New York Mellon
Pictet Asset Management Holding SA
Charles Schwab Investment Management
Raymond James & Associates
Franklin Resources
Amundi

View all funds holding Public Service Enterprise