Bank Julius Baer & Co
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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
Q2 		$19.9M Buy
244,558
+23,367
+11% +$1.87M 0.05% 155
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank Julius Baer & Co's PEG Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Public Service Enterprise Group (PEG) stake by 11% in Q2 2026, buying an estimated $1.87M and bringing the position to 244,558 shares worth $19.9M. The position accounts for 0.05% of the portfolio, ranked #155.

Bank Julius Baer & Co first reported a position in PEG in Q1 2020 and has held it in 14 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Bank Julius Baer & Co held 244,558 shares of Public Service Enterprise Group worth $19.9M as of Q2 2026.
  • Bank Julius Baer & Co bought 23,367 Public Service Enterprise Group shares in Q2 2026, an estimated $1.87M.
  • Public Service Enterprise Group made up 0.05% of Bank Julius Baer & Co's portfolio in Q2 2026, its #155 holding.
  • Bank Julius Baer & Co first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 14 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.