Public Service Enterprise Group Incorporated
MX ˙ BMV ˙ US7445731067
SecurityMX:PEG / Public Service Enterprise Group Incorporated
InstitutionStifel Financial Corp
Latest Disclosed Ownership157,427 shares
Latest Disclosed Value $ 12,743,382
Stifel Financial Corp reports 2.22% increase in ownership of PEG / Public Service Enterprise Group Incorporated

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 157,427 shares of Public Service Enterprise Group Incorporated (MX:PEG) valued at $12,743,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 154,008 shares of Public Service Enterprise Group Incorporated. This represents a change in shares of 2.22% 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)
2026-05-12 2026-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 157,427 3,419 2.22 12,743 3.05 0.0027
2026-02-13 2025-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 154,008 -29,431 -16.04 12,367 -19.22 0.0111
2025-11-12 2025-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 183,439 17,020 10.23 15,310 9.28 0.0140
2025-08-14 2025-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 166,419 3,314 2.03 14,009 4.37 0.0136
2025-05-14 2025-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 163,105 -4,523 -2.70 13,424 -5.22 0.0143
2025-02-13 2024-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 167,628 12,817 8.28 14,163 2.56 0.0148
2024-11-14 2024-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 154,811 -4,859 -3.04 13,811 17.36 0.0145
2024-08-13 2024-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 159,670 -12,184 -7.09 11,768 2.54 0.0132
2024-05-14 2024-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 171,854 22,143 14.79 11,477 25.37 0.0131
2024-02-12 2023-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 149,711 2,055 1.39 9,155 8.94 0.0115
2023-11-13 2023-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 147,656 2,481 1.71 8,403 -7.55 0.0118
2023-08-14 2023-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 145,175 -23,809 -14.09 9,089 -13.87 0.0124
2023-05-12 2023-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 168,984 -2,626 -1.53 10,553 0.37 0.0151
2023-02-13 2022-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 171,610 -58,731 -25.50 10,515 -18.83 0.0158
2022-11-14 2022-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 230,341 52,335 29.40 12,953 15.00 0.0212
2022-08-15 2022-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 178,006 -48,313 -21.35 11,263 -28.90 0.0176
2022-05-13 2022-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 226,319 -15,671 -6.48 15,842 -1.89 0.0216
2022-02-14 2021-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 241,990 4,574 1.93 16,147 11.67 0.0213
2021-11-15 2021-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 237,416 7,925 3.45 14,459 5.47 0.0212
2021-08-13 2021-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 229,491 -43,261 -15.86 13,709 -16.53 0.0205
2021-05-14 2021-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 272,752 33,607 14.05 16,424 17.80 0.0271
2021-02-12 2020-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 239,145 -3,347 -1.38 13,942 4.70 0.0249
2020-11-16 2020-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 242,492 27,265 12.67 13,316 25.85 0.0274
2020-08-14 2020-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 215,227 110,260 105.04 10,581 124.89 0.0243
2020-05-14 2020-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 104,967 -17,885 -14.56 4,705 -35.32 0.0130
2020-02-13 2019-12-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 122,852 23,007 23.04 7,274 17.28 0.0152
2019-11-19 2019-09-30 13F/A-1 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 99,845 -14,661 -12.80 6,202 -8.15 0.0158
2019-11-13 2019-09-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 99,397 -15,109 6,174 3,460.8365
2019-08-14 2019-06-30 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 114,506 20,028 21.20 6,752 20.19 0.0174
2019-05-14 2019-03-31 13F PUBLIC SVC ENTERPRISE GRP IN COM 744573106 94,478 -42,086 -30.82 5,618 -20.97 0.0159
2019-02-13 2018-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 136,564 -56,034 -29.09 7,109 -30.00 0.0230
2018-11-13 2018-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 192,598 -15,431 -7.42 10,155 -9.74 0.0291
2018-08-14 2018-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 208,029 -16,388 -7.30 11,251 -0.41 0.0345
2018-05-11 2018-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 224,417 -61,133 -21.41 11,297 -23.27 0.0357
2018-02-14 2017-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 285,550 -15,006 -4.99 14,724 6.09 0.0467
2017-11-13 2017-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 300,556 44,057 17.18 13,879 25.91 0.0482
2017-08-14 2017-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 256,499 37,910 17.34 11,023 13.78 0.0409
2017-05-10 2017-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 218,589 13,642 6.66 9,688 7.70 0.0375
2017-02-16 2016-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 204,947 -450 -0.22 8,995 4.56 0.0382
2016-11-15 2016-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 205,397 -25,811 -11.16 8,603 -20.17 0.0387
2016-08-17 2016-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 231,208 8,357 3.75 10,777 2.59 0.0499
2016-05-16 2016-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 222,851 -16,097 -6.74 10,505 13.53 0.0560
2016-03-21 2015-12-31 13F/A-2 PUBLIC SVC ENTERPRISE GROUP COM 744573106 238,948 64,622 37.07 9,253 26.23 0.0482
2016-02-26 2015-12-31 13F/A-1 PUBLIC SVC ENTERPRISE GROUP COM 744573106 885,357 646,409 54,309 0.2840
2016-02-16 2015-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 879,893 56,234
2015-11-16 2015-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 174,326 -9,098 -4.96 7,330 1.45 0.0412
2015-08-17 2015-06-30 13F/A-1 PUBLIC SVC ENTERPRISE GROUP COM 744573106 183,424 -16,179 -8.11 7,225 -13.49 0.0374
2015-08-17 2015-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 183,424 7,225
2015-05-14 2015-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 199,603 36,736 22.56 8,352 24.01 0.0457
2015-02-13 2014-12-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 162,867 52,863 48.06 6,735 64.43 0.0374
2014-11-13 2014-09-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 110,004 -5,055 -4.39 4,096 -12.72 0.0360
2014-08-14 2014-06-30 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 115,059 -6,548 -5.38 4,693 1.21 0.0421
2014-05-15 2014-03-31 13F PUBLIC SVC ENTERPRISE GROUP COM 744573106 121,607 121,607 4,637 0.0444
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.