Number of Shares
27,986.00
Current Holdings Value*
$2.30 Mil
% of Portfolio
2.39%
Total Estimate Gain
$-199,419.92
% of Total Estimate Gain
-4.28%

Lionshead Wealth Management, LLC's Public Service Enterprise Group Inc Holding Summary

As of 2025-03-31, Lionshead Wealth Management, LLC held 27,986.00 shares of Public Service Enterprise Group Inc(PEG), totaling $2.30 Mil. This investment constitutes 2.39% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.01% of the outstanding Public Service Enterprise Group Inc(PEG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $83.43 for 24,686.00 shares. Based on historical transaction data and PEG's current price of $85.79, Lionshead Wealth Management, LLC's estimated gain on his PEG holdings is $-199,419.92, reflecting a -4.28% gain to date.

Lionshead Wealth Management, LLC PEG ($85.79) Holding Chart

Lionshead Wealth Management, LLC PEG ($85.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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