Baker Avenue Asset Management, LP

Position in PEG — Public Service Enterprise Group Inc

CIK 1432529 SAN FRANCISCO, CA

Position in PEG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$568,038

+$104,195 QoQ

Shares Held

6,999

+22.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#653

of 1,302 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Utilities · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $23,199,971 across 19 Utilities - Regulated Electric names. PEG ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	145,423	$12,763,776
2	ED	Consolidated Edison Inc	12,083	$1,336,742
3	ES	Eversource Energy	12,643	$913,709
4	SO	Southern Co	8,902	$852,010
5	EIX	Edison International	9,856	$733,779
6	DUK	Duke Energy CORP	5,744	$727,075
7	PCG	PG&E Corp	41,595	$699,627
8	PEG	Public Service Enterprise Group Inc This page	6,999	$568,038

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$568,038	6,999	+22.1%	Shares	Sole	2026-07-28
2026-03-31	$463,843	5,730	+3.4%	Shares	Sole	2026-05-12
2025-12-31	$444,942	5,541	+1.9%	Shares	Sole	2026-02-10
2025-09-30	$453,772	5,437	+0.3%	Shares	Sole	2025-10-31
2025-06-30	$456,339	5,421	-2.0%	Shares	Sole	2025-08-13
2025-03-31	$455,365	5,533	+3.4%	Shares	Sole	2025-05-08
2024-12-31	$452,274	5,353	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$470,761	5,277	+0.7%	Shares	Sole	2024-11-04
2024-06-30	$386,188	5,240	+15311.8%	Shares	Sole	2024-08-08
2023-09-30	$1,934	34	-20.9%	Shares	Sole	2023-11-15
2023-06-30	$2,692	43	-24.6%	Shares	Sole	2023-08-14
2023-03-31	$3,559	57	+54.1%	Shares	Sole	2023-05-16
2022-12-31	$2,266	37	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.