PEG — PUBLIC SVC ENTERPRISE GRP IN

Ownership history in Bowman & Co S.C.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Bowman & Co S.C. reported a position in PUBLIC SVC ENTERPRISE GRP IN (PEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.5% (2024 Q3)
Avg. % of fund
0.45%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,816 +32 +0.3% 0.45% $1.1M $82.14
2025 Q2 ADDED 12,784 +578 +4.7% 0.48% $1.1M $82.19
2025 Q1 ADDED 12,206 +844 +7.4% 0.49% $1.0M $79.73
2024 Q4 ADDED 11,362 +609 +5.7% 0.50% $960K $81.20
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% of Fund (quarterly)    PEG price (monthly, adj. close)

Other funds also holding PEG

As of 2025 Q4 — sorted by position size

ATLAS Infrastructure Partners (UK) Ltd. 3Y 11.74% Alta Fundamental Advisers LLC 3Y 7Y 4.48% Hamlin Capital Management, LLC 3Y 7Y 4.4% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 3.93% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 3.48% Ausbil Investment Management Ltd 3Y 3.44% Aventail Capital Group, LP 3Y 3.3% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 3.14% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.29% Westwood Wealth Management 3Y 1.72%
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