Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership5,613 shares
Latest Disclosed Value $ 454,336
Newman Dignan & Sheerar, Inc. reports 10.61% decrease in ownership of PEG / Public Service Enterprise Group Incorporated

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 5,613 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $454,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,279 shares of Public Service Enterprise Group Incorporated. This represents a change in shares of -10.61% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F Public Svc Enterprise COM 744573106 5,613 -666 -10.61 454 -9.92 0.0956
2026-01-22 2025-12-31 13F Public Svc Enterprise COM 744573106 6,279 662 11.79 504 7.69 0.1051
2025-10-09 2025-09-30 13F Public Svc Enterprise COM 744573106 5,617 -298 -5.04 469 -5.84 0.1012
2025-07-18 2025-06-30 13F Public Svc Enterprise COM 744573106 5,915 -247 -4.01 498 -1.97 0.1144
2025-05-14 2025-03-31 13F/A-1 Public Svc Enterprise COM 744573106 6,162 -328 -5.05 507 -7.48 0.1384
2025-05-02 2025-03-31 13F Public Svc Enterprise COM 744573106 6,490 0 548 0.1405
2025-01-30 2024-12-31 13F Public Svc Enterprise COM 744573106 6,490 -718 -9.96 548 -15.82 0.1405
2024-11-12 2024-09-30 13F Public Svc Enterprise COM 744573106 7,208 924 14.70 652 40.60 0.1561
2024-07-15 2024-06-30 13F Public Svc Enterprise COM 744573106 6,284 5 0.08 463 10.50 0.1194
2024-04-29 2024-03-31 13F Public Svc Enterprise COM 744573106 6,279 -874 -12.22 419 -4.12 0.1121
2024-02-09 2023-12-31 13F Public Svc Enterprise COM 744573106 7,153 649 9.98 437 18.11 0.1321
2023-11-08 2023-09-30 13F Public Svc Enterprise COM 744573106 6,504 -718 -9.94 370 -18.14 0.1215
2023-08-02 2023-06-30 13F Public Svc Enterprise COM 744573106 7,222 78 1.09 452 1.35 0.1396
2023-04-28 2023-03-31 13F Public Svc Enterprise COM 744573106 7,144 -647 -8.30 446 -6.50 0.1432
2023-01-20 2022-12-31 13F Public Svc Enterprise COM 744573106 7,791 3 0.04 477 8.90 0.1581
2022-10-18 2022-09-30 13F Public Svc Enterprise COM 744573106 7,788 3 0.04 438 -11.16 0.0686
2022-08-03 2022-06-30 13F Public Svc Enterprise COM 744573106 7,785 2 0.03 493 -9.54 0.1682
2022-04-14 2022-03-31 13F Public Svc Enterprise COM 744573106 7,783 3 0.04 545 5.01 0.1046
2022-01-18 2021-12-31 13F Public Svc Enterprise COM 744573106 7,780 -398 -4.87 519 4.22 0.1573
2021-10-07 2021-09-30 13F Public Svc Enterprise COM 744573106 8,178 -397 -4.63 498 -2.73 0.1439
2021-07-28 2021-06-30 13F Public Svc Enterprise COM 744573106 8,575 352 4.28 512 3.43 0.1726
2021-05-05 2021-03-31 13F Public Svc Enterprise COM 744573106 8,223 3 0.04 495 3.34 0.1795
2021-01-29 2020-12-31 13F Public Svc Enterprise COM 744573106 8,220 -62 -0.75 479 5.27 0.0770
2020-10-14 2020-09-30 13F Public Svc Enterprise COM 744573106 8,282 100 1.22 455 6.06 0.1901
2020-08-06 2020-06-30 13F Public Svc Enterprise COM 744573106 8,182 8,182 429 0.1852
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.