Ownership history in CHARTIST INC /CA/ · 12 quarters on record
This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in Pub Svc Enterpise Gp (PEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 5,204 | — | 0% | 0.28% | $418K | $79.66 |
| 2025 Q3 | UNCHANGED | 5,204 | — | 0% | 0.30% | $434K | $82.14 |
| 2024 Q4 | UNCHANGED | 5,204 | — | 0% | 0.23% | $440K | $81.20 |
| 2024 Q3 | UNCHANGED | 5,204 | — | 0% | 0.24% | $464K | $85.15 |
| 2024 Q2 | UNCHANGED | 5,204 | — | 0% | 0.20% | $384K | $69.82 |
| 2024 Q1 | UNCHANGED | 5,204 | — | 0% | 0.18% | $348K | $62.75 |
| 2023 Q4 | UNCHANGED | 5,204 | — | 0% | 0.17% | $318K | $56.93 |
| 2023 Q3 | UNCHANGED | 5,204 | — | 0% | 0.18% | $296K | $52.50 |
| 2023 Q2 | REDUCED | 5,204 | -5,967 | -53.4% | 0.17% | $326K | $57.21 |
| 2019 Q3 | REDUCED | 11,171 | -166 | -1.5% | 0.45% | $693K | $49.83 |
As of 2025 Q4 — sorted by position size