David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Public Service Enterprise Group Inc. (PEG)
← All PEG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2000   Q1 0 0.00 Sell 100.00% 0.08 $12.84–18.00 · VW $15.22i SEC
1999   Q4 13,968 0.08 Add 8.87% <0.01 $16.00–20.00 · VW $17.80i $243,000 SEC
1999   Q3 12,830 0.09 $19.33 $248,000 SEC
1999   Q2 12,830 0.09 Reduce 7.06% <0.01 $18.75–21.31 · VW $20.16i $262,000 SEC
1999   Q1 13,804 0.11 $19.13 $264,000 SEC
Price snapshot:
Current price$80.89
52-week low$75.39
52-week high$88.34