Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionEPG Wealth Management LLC
Latest Disclosed Ownership13,445 shares
Latest Disclosed Value $ 1,088,338
EPG Wealth Management LLC reports 3.55% increase in ownership of PEG / Public Service Enterprise Group Incorporated

On May 7, 2026 - EPG Wealth Management LLC filed a 13F-HR form disclosing ownership of 13,445 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $1,088,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 12,984 shares of Public Service Enterprise Group Incorporated. This represents a change in shares of 3.55% 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)
2026-05-07 2026-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 13,445 461 3.55 1,088 4.41 0.2935
2026-01-28 2025-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12,984 546 4.39 1,043 0.39 0.2806
2025-11-03 2025-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12,438 237 1.94 1,038 1.07 0.2859
2025-08-05 2025-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12,201 105 0.87 1,027 3.22 0.3084
2025-05-13 2025-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12,096 306 2.60 995 -0.10 0.2771
2025-02-14 2024-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 11,790 -108 -0.91 996 -6.13 0.2626
2024-11-13 2024-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 11,898 11,898 1,061 7.28 0.2678
2024-08-13 2024-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 0 -13,305 -100.00 990 11.37 0.2309
2024-05-14 2024-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 13,305 164 1.25 888 15.47 0.2176
2024-02-15 2023-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 13,141 644 5.15 769 8.16 0.2024
2023-11-13 2023-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12,497 -1,177 -8.61 711 -16.94 0.2145
2023-08-15 2023-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 13,674 -99 -0.72 856 -0.47 0.2533
2023-05-15 2023-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 13,773 6,315 84.67 860 88.60 0.2713
2023-02-15 2022-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 7,458 425 6.04 457 15.44 0.1740
2022-11-15 2022-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 7,033 748 11.90 395 -0.75 0.1622
2022-08-15 2022-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 6,285 93 1.50 398 -8.08 0.1700
2022-05-10 2022-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 6,192 915 17.34 433 23.01 0.1498
2022-02-14 2021-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 5,277 298 5.99 352 16.17 0.1238
2021-11-15 2021-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4,979 312 6.69 303 8.60 0.1215
2021-08-09 2021-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4,667 843 22.04 279 21.30 0.1183
2021-05-10 2021-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 3,824 3,824 230 0.1119
2020-08-06 2020-06-30 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 0 -1,777 -100.00 0 -100.00
2020-05-05 2020-03-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 1,777 83 4.90 80 -20.00 0.0588
2020-02-14 2019-12-31 13F PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 1,694 1,694 100 0.0732
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.