Richard Bernstein Advisors LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1528214
NEW YORK, NY
Position in PEG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,129,252
+$9,067 QoQ
Shares Held
13,950
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Richard Bernstein Advisors LLC holds $12,058,470 across 7 Utilities - Regulated Electric names. PEG ranks #7 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
51,075 | $2,503,696 | |
| 2 | ETR |
Entergy Corp /De/
|
21,340 | $2,397,762 | |
| 3 | DUK |
Duke Energy CORP
|
12,486 | $1,634,916 | |
| 4 | SO |
Southern Co
|
16,902 | $1,631,381 | |
| 5 | NEE |
Nextera Energy Inc
|
16,501 | $1,532,612 | |
| 6 | CNP |
Centerpoint Energy Inc
|
28,472 | $1,228,851 | |
| 7 | PEG |
Public Service Enterprise Group Inc
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|
13,950 | $1,129,252 |
All Filings in PEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,129,252 | 13,950 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,120,185 | 13,950 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,291,793 | 15,478 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,665,138 | 31,660 | Shares | Sole | 2025-08-06 | |
| 2023-06-30 | $3,364,160 | 53,732 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,355,563 | 53,732 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,292,159 | 53,732 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,021,350 | 53,732 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,241,784 | 67,032 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,692,240 | 67,032 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||