Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership29,382 shares
Latest Disclosed Value $ 2,378,491
Arkadios Wealth Advisors reports 0.39% increase in ownership of PEG / Public Service Enterprise Group Incorporated

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 29,382 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $2,378,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 29,267 shares of Public Service Enterprise Group Incorporated. This represents a change in shares of 0.39% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM Stock 744573106 29,382 115 0.39 2,378 1.19 0.0251
2026-02-13 2025-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 29,267 2,188 8.08 2,350 4.03 0.0456
2025-10-29 2025-09-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 27,079 4,539 20.14 2,260 19.08 0.0542
2025-08-04 2025-06-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 22,540 10 0.04 1,897 2.32 0.0559
2025-05-08 2025-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 22,530 16,946 303.47 1,854 293.63 0.0700
2025-01-15 2024-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 5,584 192 3.56 472 -2.08 0.0257
2024-10-24 2024-09-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 5,392 -145 -2.62 481 17.89 0.0272
2024-07-29 2024-06-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 5,537 1,621 41.39 408 56.32 0.0275
2024-04-30 2024-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 3,916 -48 -1.21 261 7.85 0.0203
2024-01-24 2023-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 3,964 -1,805 -31.29 242 -26.22 0.0205
2023-10-13 2023-09-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 5,769 1,281 28.54 328 17.14 0.0312
2023-07-26 2023-06-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 4,488 17 0.38 281 0.36 0.0327
2023-05-02 2023-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 4,471 -258 -5.46 279 -3.46 0.0332
2023-01-11 2022-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 4,729 4,729 290 0.0384
2022-05-02 2022-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 0 -3,031 -100.00 0 0.0000
2022-02-03 2021-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 3,031 32 1.07 0 0.0268
2021-10-19 2021-09-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 2,999 -1,432 -32.32 0 0.0262
2021-07-28 2021-06-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 4,431 389 9.62 0 0.0322
2021-04-26 2021-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 4,042 1,339 49.54 0 0.0400
2021-02-09 2020-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 2,703 307 12.81 0 -100.00 0.0329
2020-11-10 2020-09-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Common Stock 744573106 2,396 322 15.53 143 33.96 0.0715
2020-08-10 2020-06-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Common Stock 744573106 2,074 222 11.99 107 27.71 0.0593
2020-05-14 2020-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Common Stock 744573106 1,852 627 51.18 83 16.90 0.0530
2020-02-14 2019-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Common Stock 744573106 1,225 1,225 71 0.0428
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.