Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in PEG — Public Service Enterprise Group Inc

CIK 1544599 ZURICH, V8

Position in PEG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$19,848,327

+$1,942,916 QoQ

Shares Held

244,558

+10.6% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#141

of 1,302 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $262,884,193 across 4 Utilities - Regulated Electric names. PEG ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,210,936	$106,283,852
2	SO	Southern Co	746,107	$71,409,900
3	DUK	Duke Energy CORP	516,212	$65,342,114
4	PEG	Public Service Enterprise Group Inc This page	244,558	$19,848,327

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,848,327	244,558	+10.6%	Shares	Sole	2026-08-10
2026-03-31	$17,905,411	221,191	-0.7%	Shares	Sole	2026-05-05
2025-12-31	$17,879,517	222,659	-1.3%	Shares	Sole	2026-02-05
2025-09-30	$18,828,576	225,600	+2.8%	Shares	Sole	2025-11-13
2025-06-30	$18,464,967	219,351	+6.3%	Shares	Sole	2025-08-14
2025-03-31	$16,986,226	206,394	+606.9%	Shares	Sole	2025-09-17
2024-12-31	$2,466,854	29,197	+1019.5%	Shares	Sole	2025-02-07
2021-09-30	$158,827	2,608	-11.5%	Shares	Sole	2021-11-12
2021-06-30	$175,994	2,946	-1.1%	Shares	Sole	2021-07-23
2021-03-31	$179,305	2,978	-22.1%	Shares	Sole	2021-05-10
2020-12-31	$222,997	3,825	-3.0%	Shares	Sole	2021-02-24
2020-09-30	$216,455	3,942	-0.1%	Shares	Sole	2020-11-10
2020-06-30	$193,936	3,945	+29.8%	Shares	Sole	2020-08-12
2020-03-31	$136,526	3,040	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.