Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership35,787 shares
Latest Disclosed Value $ 2,896,958
Baird Financial Group, Inc. reports 1.61% increase in ownership of PEG / Public Service Enterprise Group Incorporated

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 35,787 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $2,896,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,220 shares of Public Service Enterprise Group Incorporated. This represents a change in shares of 1.61% 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)
2026-05-14 2026-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 35,787 567 1.61 2,897 2.40 0.0024
2026-02-13 2025-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM COMMON 744573106 35,220 -1,361 -3.72 2,828 -7.37 0.0044
2025-11-13 2025-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM COMMON 744573106 36,581 3,414 10.29 3,053 9.39 0.0049
2025-08-13 2025-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM COMMON 744573106 33,167 -1,731 -4.96 2,792 -2.82 0.0049
2025-05-15 2025-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM COMMON 744573106 34,898 1,345 4.01 2,872 1.34 0.0055
2025-02-14 2024-12-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 33,553 5,000 17.51 2,835 11.27 0.0054
2024-11-14 2024-09-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 28,553 962 3.49 2,547 25.28 0.0049
2024-08-14 2024-06-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 27,591 4,115 17.53 2,033 29.74 0.0042
2024-05-14 2024-03-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 23,476 4,177 21.64 1,568 32.80 0.0033
2024-02-14 2023-12-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 19,299 -1,403 -6.78 1,180 0.17 0.0027
2023-11-13 2023-09-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 20,702 1,811 9.59 1,178 -0.34 0.0032
2023-08-11 2023-06-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 18,891 -935 -4.72 1,183 -4.52 0.0031
2023-05-15 2023-03-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 19,826 89 0.45 1,238 123,700.00 0.0031
2023-02-13 2022-12-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 19,737 1,772 9.86 1 -99.90 0.0032
2022-11-15 2022-09-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 17,965 -6,845 -27.59 1,010 -35.67 0.0030
2022-08-08 2022-06-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 24,810 -204 -0.82 1,570 -10.34 0.0044
2022-05-13 2022-03-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 25,014 1,926 8.34 1,751 13.70 0.0043
2022-02-09 2021-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 23,088 2,750 13.52 1,540 24.29 0.0036
2021-11-12 2021-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 20,338 8,565 72.75 1,239 75.99 0.0032
2021-08-11 2021-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 11,773 -253 -2.10 704 -2.76 0.0018
2021-05-13 2021-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 12,026 -150 -1.23 724 2.12 0.0020
2021-02-11 2020-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 12,176 1 0.01 709 5.98 0.0021
2020-11-12 2020-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 12,175 -2,631 -17.77 669 -8.10 0.0023
2020-10-22 2020-06-30 13F/A-1 PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 14,806 -3,986 -21.21 728 -13.74 0.0027
2020-08-14 2020-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 30,814 12,022 1,805 3,577.0999
2020-05-14 2020-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 18,792 -11,112 -37.16 844 -52.21 0.0039
2020-02-14 2019-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM COMMON 744573106 29,904 -3,337 -10.04 1,766 -14.40 0.0063
2019-11-14 2019-09-30 13F PUBLIC SVC ENTERPRISE Common 744573106 33,241 -901 -2.64 2,063 2.74 0.0081
2019-08-14 2019-06-30 13F PUBLIC SVC ENTERPRISE COMMON 744573106 34,142 4,377 14.71 2,008 13.57 0.0078
2019-05-14 2019-03-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 29,765 -67 -0.22 1,768 13.84 0.0103
2019-02-14 2018-12-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 29,832 -493 -1.63 1,553 -2.82 0.0105
2018-11-13 2018-09-30 13F Public Service Enterprise Group COMMON 744573106 30,325 161 0.53 1,598 -2.14 0.0100
2018-08-13 2018-06-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 30,164 -1,930 -6.01 1,633 1.30 0.0111
2018-05-14 2018-03-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 32,094 -18,139 -36.11 1,612 -37.69 0.0114
2018-02-09 2017-12-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 50,233 404 0.81 2,587 12.23 0.0183
2017-11-14 2017-09-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 49,829 17,709 55.13 2,305 66.91 0.0174
2017-08-14 2017-06-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 32,120 1,247 4.04 1,381 0.88 0.0108
2017-06-19 2017-03-31 13F/A-1 PUBLIC SVC ENTERPRISES COMMON 744573106 30,873 -1,100 -3.44 1,369 -2.42 0.0111
2017-05-09 2017-03-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 30,873 1,369
2017-02-10 2016-12-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 31,973 366 1.16 1,403 6.05 0.0122
2016-11-10 2016-09-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 31,607 -65 -0.21 1,323 -10.31 0.0119
2016-08-11 2016-06-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 31,672 1,412 4.67 1,475 3.44 0.0135
2016-05-12 2016-03-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 30,260 3,190 11.78 1,426 36.20 0.0136
2016-02-11 2015-12-31 13F PUBLIC SVC ENTERPRISES COMMON 744573106 27,070 2,421 9.82 1,047 0.77 0.0105
2015-11-12 2015-09-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 24,649 1,042 4.41 1,039 12.08 0.0110
2015-08-14 2015-06-30 13F PUBLIC SVC ENTERPRISES COMMON 744573106 23,607 23,607 927 0.0091
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.