Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionLPL Financial LLC
Latest Disclosed Ownership1,176,951 shares
Latest Disclosed Value $ 95,274,160
LPL Financial LLC reports 0.81% increase in ownership of PEG / Public Service Enterprise Group Incorporated

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 1,176,951 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $95,274,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,167,475 shares of Public Service Enterprise Group Incorporated. This represents a change in shares of 0.81% 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)
2026-05-06 2026-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,176,951 9,476 0.81 95,274 1.63 0.0253
2026-02-11 2025-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1,167,475 -31,747 -2.65 93,748 -6.33 0.0256
2025-11-12 2025-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1,199,222 396,376 49.37 100,087 48.09 0.0292
2025-08-12 2025-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 802,846 69,617 9.49 67,584 12.00 0.0225
2025-05-07 2025-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 733,229 72,117 10.91 60,345 8.03 0.0235
2025-02-11 2024-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 661,112 105,401 18.97 55,857 12.67 0.0227
2024-11-08 2024-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 555,711 53,265 10.60 49,575 33.88 0.0221
2024-08-07 2024-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 502,446 51,478 11.42 37,030 22.96 0.0184
2024-05-10 2024-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 450,968 58,254 14.83 30,116 25.41 0.0162
2024-02-14 2023-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 392,714 51,999 15.26 24,014 23.85 0.0145
2023-11-13 2023-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 340,715 34,939 11.43 19,390 1.28 0.0136
2023-07-31 2023-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 305,776 25,089 8.94 19,145 9.22 0.0137
2023-05-10 2023-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 280,687 16,844 6.38 17,529 8.43 0.0136
2023-02-07 2022-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 263,843 1,378 0.53 16,166 9.53 0.0138
2022-11-14 2022-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 262,465 23,227 9.71 14,758 -2.52 0.0142
2022-08-12 2022-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 239,238 -75,432 -23.97 15,139 -31.27 0.0144
2022-05-16 2022-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 314,670 24,821 8.56 22,027 13.88 0.0189
2022-02-14 2021-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 289,849 13,622 4.93 19,342 14.98 0.0162
2021-11-15 2021-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 276,227 17,314 6.69 16,822 8.76 0.0158
2021-08-13 2021-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 258,913 10,489 4.22 15,467 3.40 0.0156
2021-05-14 2021-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 248,424 3,678 1.50 14,958 4.83 0.0172
2021-02-12 2020-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 244,746 8,819 3.74 14,269 10.14 0.0185
2020-11-09 2020-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 235,927 5,004 2.17 12,955 14.12 0.0202
2020-08-13 2020-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 230,923 87,101 60.56 11,352 75.75 0.0198
2020-05-14 2020-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 143,822 3,937 2.81 6,459 -21.80 0.0139
2020-02-14 2019-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 139,885 6,658 5.00 8,260 -0.13 0.0150
2019-11-13 2019-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 133,227 -2,173 -1.60 8,271 3.85 0.0168
2019-08-09 2019-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 135,400 3,968 3.02 7,964 2.00 0.0170
2019-05-08 2019-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 131,432 9,537 7.82 7,808 23.06 0.0177
2019-02-07 2018-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 121,895 -79,084 -39.35 6,345 -40.20 0.0169
2018-11-14 2018-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 200,979 -16,155 -7.44 10,610 -9.75 0.0254
2018-08-14 2018-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 217,134 -3,263 -1.48 11,756 6.17 0.0309
2018-05-15 2018-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 220,397 111,880 103.10 11,073 98.12 0.0305
2018-02-14 2017-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 108,517 5,034 4.86 5,589 16.78 0.0170
2017-11-14 2017-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 103,483 -32 -0.03 4,786 7.50 0.0169
2017-08-14 2017-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 103,515 96,297 1,334.12 4,452 1,291.25 0.0169
2017-05-15 2017-03-31 13F PUBLIC SERVICE COM 744573106 7,218 340 4.94 320 7.02 0.0022
2017-02-13 2016-12-31 13F PUBLIC SERVICE COM 744573106 6,878 650 10.44 299 17.25 0.0023
2016-11-16 2016-09-30 13F PUBLIC SERVICE COM 744573106 6,228 130 2.13 255 -10.53 0.0024
2016-08-15 2016-06-30 13F PUBLIC SERVICE COM 744573106 6,098 -174,683 -96.63 285 -96.59 0.0024
2016-05-16 2016-03-31 13F PUBLIC SERVICE COM 744573106 180,781 18,976 11.73 8,354 32.62 0.0232
2016-02-12 2015-12-31 13F PUBLIC SERVICE COM 744573106 161,805 51,695 46.95 6,299 33.91 0.0175
2015-11-13 2015-09-30 13F PUBLIC SERVICE COM 744573106 110,110 -778 -0.70 4,704 5.23 0.0259
2015-08-14 2015-06-30 13F PUBLIC SERVICE COM 744573106 110,888 6,145 5.87 4,470 3.42 0.0227
2015-05-14 2015-03-31 13F PUBLIC SERVICE COM 744573106 104,743 26,021 33.05 4,322 32.58 0.0221
2015-02-13 2014-12-31 13F PUBLIC SERVICE COM 744573106 78,722 7,832 11.05 3,260 23.34 0.0178
2014-11-10 2014-09-30 13F PUBLIC SERVICE COM 744573106 70,890 -7,723 -9.82 2,643 -17.59 0.0158
2014-08-05 2014-06-30 13F/A-1 PUBLIC SERVICE COM 744573106 78,613 -23,815 -23.25 3,207 -17.92 0.0187
2014-08-05 2014-06-30 13F PUBLIC SERVICE COM 744573106 78,613 1,693
2014-05-12 2014-03-31 13F PUBLIC SERVICE COM 744573106 102,428 -26,639 -20.64 3,907 -5.51 0.0240
2014-02-13 2013-12-31 13F PUBLIC SERVICE COM 744573106 129,067 -293 -0.23 4,135 -5.27 0.0258
2013-11-04 2013-09-30 13F PUBLIC SERVICE COM 744573106 129,360 12,084 10.30 4,365 13.97 0.0291
2013-08-15 2013-06-30 13F PUBLIC SERVICE COM 744573106 117,276 117,276 3,830 0.0275
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.