Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership46,646 shares
Latest Disclosed Value $ 3,776,008
BKD Wealth Advisors, LLC reports 0.82% increase in ownership of PEG / Public Service Enterprise Group Incorporated

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 46,646 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $3,776,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 46,266 shares of Public Service Enterprise Group Incorporated. This represents a change in shares of 0.82% 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)
2026-05-01 2026-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 46,646 380 0.82 3,776 1.64 0.0717
2026-02-10 2025-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 46,266 1,233 2.74 3,715 -1.14 0.0701
2025-10-30 2025-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 45,033 -886 -1.93 3,758 -2.77 0.0746
2025-07-29 2025-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 45,919 -663 -1.42 3,865 0.83 0.0834
2025-05-13 2025-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 46,582 2,668 6.08 3,834 3.32 0.0919
2025-02-04 2024-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 43,914 -1,026 -2.28 3,710 -7.46 0.0855
2024-11-14 2024-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 44,940 -576 -1.27 4,009 19.53 0.0921
2024-08-09 2024-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 45,516 140 0.31 3,354 10.69 0.0837
2024-04-19 2024-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 45,376 1,208 2.74 3,030 12.22 0.0770
2024-01-11 2023-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 44,168 -1,155 -2.55 2,701 4.69 0.0752
2023-10-26 2023-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 45,323 -16,159 -26.28 2,579 -33.00 0.0778
2023-08-08 2023-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 61,482 15,234 32.94 3,849 33.28 0.1128
2023-04-27 2023-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 46,248 991 2.19 2,888 4.18 0.0946
2023-02-03 2022-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 45,257 2,724 6.40 2,773 15.93 0.0969
2022-10-14 2022-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 42,533 868 2.08 2,391 -9.33 0.0965
2022-07-22 2022-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 41,665 16,017 62.45 2,637 46.91 0.1067
2022-05-10 2022-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 25,648 1,260 5.17 1,795 10.33 0.0760
2022-01-14 2021-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 24,388 1,191 5.13 1,627 15.15 0.0685
2021-10-14 2021-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 23,197 1,131 5.13 1,413 7.21 0.0649
2021-07-14 2021-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 22,066 1,356 6.55 1,318 5.69 0.0613
2021-04-23 2021-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 20,710 1,864 9.89 1,247 13.47 0.0619
2021-01-22 2020-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 18,846 1,312 7.48 1,099 14.12 0.0551
2020-11-05 2020-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 17,534 2,858 19.47 963 33.56 0.0561
2020-07-15 2020-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 14,676 5,704 63.58 721 78.91 0.0467
2020-04-10 2020-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 8,972 5,421 152.66 403 91.90 0.0330
2020-01-13 2019-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 3,551 3,551 210 0.0151
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.