Morton Capital Management LLC/CA's ownership history for PEG

Morton Capital Management LLC/CA currently holds 2.7K shares with a market value of $223.2K. It started holding PEG on 2024-09-30. At its peak, it held 2.8K shares on 2025-03-31. Its highest holding value was $244.7K on 2024-09-30. At its lowest, it held 2.7K shares on 2025-06-30, with a value of $223.2K on 2025-09-30. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 97. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 68.