Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

PEG holding history

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

PEG overview All 13F holders of PEG Full Q4 2023 holdings

Shares (Q4 2023): 4,775
Value: $292.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2023

Holdings of PEG by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	4,775	$292.0K	<0.1%	−143−2.9%	Reduced	Holders
Q3 2023	4,918	$279.9K	<0.1%	−52−1.0%	Reduced	Holders
Q2 2023	4,970	$311.2K	<0.1%	+10.0%	Added	Holders
Q1 2023	4,969	$310.3K	<0.1%	+4,969	New	Holders