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Public Service Enterprise shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

All positions including Public Service Enterprise held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Service Enterprise by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 3.3k 83.47
2025-06-30 $273k 3.2k 84.17
2025-03-31 $524k 6.4k 82.29
2024-12-31 $538k 6.4k 84.49
2024-09-30 $568k 6.4k 89.21