BAILARD, INC.

Position in PEG — Public Service Enterprise Group Inc

CIK 750641 Foster City, CA

Position in PEG

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

Position Value

$1,608,591

-$311,462 QoQ

Shares Held

19,820

-16.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#441

of 1,300 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Utilities · as of Jun 30, 2026

BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. PEG ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	67,929	$5,962,128
2	SO	Southern Co	46,852	$4,484,204
3	EVRG	Evergy, Inc.	45,046	$3,893,325
4	XEL	Xcel Energy Inc	25,128	$2,017,778
5	PEG	Public Service Enterprise Group Inc This page	19,820	$1,608,591
6	EXC	Exelon Corp	29,979	$1,397,620
7	NGG	National Grid PLC	13,927	$1,154,130
8	NWE	NorthWestern Energy Group, Inc.	9,326	$667,928

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,608,591	19,820	-16.4%	Shares	Sole	2026-07-30
2026-03-31	$1,920,053	23,719	-1.1%	Shares	Sole	2026-05-11
2025-12-31	$1,925,031	23,973	+11.7%	Shares	Sole	2026-02-04
2025-09-30	$1,790,717	21,456	+29.5%	Shares	Sole	2025-10-30
2025-06-30	$1,394,525	16,566	-3.4%	Shares	Sole	2025-08-08
2025-03-31	$1,412,021	17,157	+12.9%	Shares	Sole	2025-05-02
2024-12-31	$1,284,079	15,198	+1.8%	Shares	Sole	2025-02-05
2024-09-30	$1,331,637	14,927	+11.4%	Shares	Sole	2024-10-30
2024-06-30	$987,801	13,403	-1.5%	Shares	Sole	2024-07-25
2024-03-31	$908,875	13,610	-21.1%	Shares	Sole	2024-05-08
2023-12-31	$1,055,082	17,254	—	Shares	Sole	2024-02-02
No filing history on record for this holder in this stock.