Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership3,310 shares
Latest Disclosed Value $ 268
Capital Analysts, Inc. reports 3.92% increase in ownership of PEG / Public Service Enterprise Group Incorporated

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 3,310 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $268 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 3,185 shares of Public Service Enterprise Group Incorporated.

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 3,310 125 3.92 0 0.0070
2026-05-15 2025-12-31 13F/A-2 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 3,185 -202 -5.96 0 0.2312
2026-05-15 2025-12-31 13F/A-1 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 194 -3,193 0 0.0004
2026-02-11 2025-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 194 -3,193 0 0.0005
2025-11-14 2025-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 3,387 3,048 899.12 0 0.0082
2025-08-13 2025-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 339 0 0.00 0 0.0010
2025-05-14 2025-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 339 0 0.00 0 0.0010
2025-02-14 2024-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 339 0 0.00 0 0.0012
2024-11-13 2024-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 339 339 0 0.0012
2023-11-13 2023-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 0 -498 -100.00 0 0.0000
2023-08-11 2023-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 498 0 0.00 0 0.0017
2023-05-05 2023-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 498 0 0.00 0 0.0018
2023-02-08 2022-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 498 0 0.00 0 0.0019
2022-11-14 2022-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 498 0 0.00 0 0.0019
2022-08-12 2022-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 498 0 0.00 0 0.0022
2022-05-12 2022-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 498 498 0 0.0022
2021-11-04 2021-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 0 -300 -100.00 0 0.0000
2021-08-05 2021-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 300 300 0 0.0011
2020-05-08 2020-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 0 -70 -100.00 0 -100.00
2020-02-12 2019-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 70 70 4 0.0004
2018-02-14 2017-12-31 13F/A-1 PUBLIC SVC ENTERPRISE GROUP COM 744573106 0 -647 -100.00 0 -100.00
2017-11-06 2017-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 647 0 0.00 30 11.11 0.0040
2017-08-08 2017-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 647 0 0.00 28 -3.57 0.0040
2017-05-05 2017-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 647 0 0.00 29 0.00 0.0045
2017-02-10 2016-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 647 -25 -3.72 28 0.00 0.0049
2016-11-14 2016-09-30 13F * PUBLIC SVC ENTERPRISE GROUP COM 744573106 672 0 0.00 28 -9.68 0.0053
2016-07-14 2016-06-30 13F/A-1 * PUBLIC SVC ENTERPRISE GROUP COM 744573106 672 0 0.00 31 0.00 0.0063
2016-07-14 2016-06-30 13F * PUBLIC SVC ENTERPRISE GROUP COM 744573106 20,536 2,333
2016-05-13 2016-03-31 13F * PUBLIC SVC ENTERPRISE GROUP COM 744573106 672 0 0.00 32 24.00 0.0064
2016-02-16 2015-12-31 13F * PUBLIC SVC ENTERPRISE GROUP COM 744573106 672 672 0.00 26 -19.35 0.0053
2015-11-13 2015-09-30 13F * PUBLIC SVC ENTERPRISE GROUP COM 744573106 0 -686 -100.00 0 -100.00
2015-08-14 2015-06-30 13F * PUBLIC SVC ENTERPRISE GROUP COM 744573106 686 0 0.00 27 -7.14 0.0055
2015-04-30 2015-03-31 13F * PUBLIC SVC ENTERPRISE GROUP COM 744573106 686 686 29 0.0060
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.