PEG β€” PUBLIC SVC ENTERPRISE

Ownership history in O'Brien Greene & Co. Inc  Β·  11 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported PUBLIC SVC ENTERPRISE (PEG) in 11 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows PEG at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Brien Greene & Co. Inc's position in PUBLIC SVC ENTERPRISE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PEG was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How O'Brien Greene & Co. Inc held PEG β€” position size vs. price
% of Fund (quarterly)    PEG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,450 -57 -2.3% 0.06% $204K 2025-11-10 $81.92
2025 Q2 UNCHANGED 2,507 β€” 0% 0.07% $211K 2025-08-06 $83.84
2025 Q1 UNCHANGED 2,507 β€” 0% 0.07% $206K 2025-05-12 $76.54
2024 Q4 ADDED 2,507 +57 +2.3% 0.07% $212K 2025-02-03 $80.22
2024 Q3 REDUCED 2,450 -659 -21.2% 0.07% $219K 2024-11-15 $84.94
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About O'Brien Greene & Co. Inc and PEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'Brien Greene & Co. Inc reported owning PEG?

O'Brien Greene & Co. Inc reported PEG across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported PEG position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for PEG was 0.07% in 2025 Q1.

What is the latest reported PEG position on this page?

The most recent filing on this page is 2025 Q3, when O'Brien Greene & Co. Inc reported 2,450 shares, equal to 0.06% of portfolio, with an estimated market value of $204K.

What does the chart on this PEG ownership page compare?

The chart compares O'Brien Greene & Co. Inc's quarterly PEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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