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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overviewAll 13F holders of PEGFull Q1 2023 holdings

Shares (Q1 2023)
4,274
Value
$266.9K
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of PEG by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20234,274$266.9K0.1%00.0%UnchangedHolders
Q4 20224,274$262.0K0.1%+52+1.2%AddedHolders
Q3 20224,222$237.0K0.1%00.0%UnchangedHolders
Q2 20224,222$267.0K0.1%00.0%UnchangedHolders
Q1 20224,222$296.0K0.1%+95+2.3%AddedHolders
Q4 20214,127$275.0K0.1%00.0%UnchangedHolders
Q3 20214,127$251.0K0.1%00.0%UnchangedHolders
Q2 20214,127$247.0K<0.1%00.0%UnchangedHolders
Q1 20214,127$248.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.