Bank Julius Baer & Co’s Public Service Enterprise Group PEG Stock Holding History

Bank Julius Baer & Co’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.9M	Sell	221,191 -1,468	-0.7%	-$120K	0.05%	147
2025 Q4	$17.9M	Sell	222,659 -2,941	-1%	-$240K	0.05%	156
2025 Q3	$18.8M	Buy	225,600 +6,249	+3%	+$524K	0.05%	157
2025 Q2	$18.5M	Buy	219,351 +12,957	+6%	+$1.04M	0.05%	154
2025 Q1	$16.9M	Buy	206,394 +177,197	+607%	+$14.8M	0.06%	163
2024 Q4	$2.47M	Buy	+29,197	New	+$2.58M	0.01%	265
2021 Q4	–	Sell	-2,608	Closed	-$159K	–	875
2021 Q3	$159K	Sell	2,608 -338	-11%	-$21.1K	﹤0.01%	572
2021 Q2	$176K	Sell	2,946 -32	-1%	-$1.98K	﹤0.01%	578
2021 Q1	$179K	Sell	2,978 -847	-22%	-$48.9K	﹤0.01%	553
2020 Q4	$223K	Sell	3,825 -117	-3%	-$6.81K	﹤0.01%	557
2020 Q3	$216K	Sell	3,942 -3	-0.1%	-$159	﹤0.01%	494
2020 Q2	$194K	Buy	3,945 +905	+30%	+$45.1K	﹤0.01%	464
2020 Q1	$137K	Buy	+3,040	New	+$164K	﹤0.01%	453

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank Julius Baer & Co's PEG Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Public Service Enterprise Group (PEG) stake by 0.66% in Q1 2026, selling an estimated $120K and leaving 221,191 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #147.

Bank Julius Baer & Co first reported a position in PEG in Q1 2020 and has held it in 13 quarters since. The position peaked at $18.8M in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Bank Julius Baer & Co held 221,191 shares of Public Service Enterprise Group worth $17.9M as of Q1 2026.
Bank Julius Baer & Co sold 1,468 Public Service Enterprise Group shares in Q1 2026, an estimated $120K.
Public Service Enterprise Group made up 0.05% of Bank Julius Baer & Co's portfolio in Q1 2026, its #147 holding.
Bank Julius Baer & Co first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 13 quarters since.
Bank Julius Baer & Co's Public Service Enterprise Group position peaked at $18.8M in Q3 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.