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Public Service Enterprise Group

1,217 hedge funds and large institutions have $30.7B invested in Public Service Enterprise Group in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 473 increasing their positions, 369 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 369

27% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 89

17% more call options, than puts

Call options by funds: $122M | Put options by funds: $104M

0% more funds holding

Funds holding: 1,2131,217 (+4)

3% less capital invested

Capital invested by funds: $31.6B → $30.7B (-$916M)

1.56% less ownership

Funds ownership: 75.28%73.72% (-1.6%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
1,217
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
15.97%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
113
Increased
473
Reduced
369
Closed
89
Calls
$122M
Puts
$104M
Net Calls
+$17.8M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
476
Premier Path Wealth Partners
New Jersey
$1.13M -$6.63K -79 -0.6%
UCFA
477
United Capital Financial Advisors
Texas
$1.13M +$23.8K +284 +2%
Kovitz Investment Group Partners
478
Kovitz Investment Group Partners
Illinois
$1.12M +$180K +2,146 +19%
MSA
479
MUFG Securities Americas
New York
$1.12M +$201K +2,399 +22%
HNB
480
Hilltop National Bank
Wyoming
$1.12M -$53.5K -638 -5%
KRSITF
481
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M -$35.2K -420 -3%
CIAS
482
CFS Investment Advisory Services
New Jersey
$1.09M +$19.8K +236 +2%
KPPF
483
Klein Pavlis & Peasley Financial
California
$1.09M +$1.1M +13,089 New
CFG
484
Citizens Financial Group
Rhode Island
$1.09M +$104K +1,244 +11%
MA
485
Mutual Advisors
Nebraska
$1.09M +$788K +9,399 +250%
MYAM
486
Meiji Yasuda Asset Management
Japan
$1.09M -$65.4K -780 -6%
Brown Advisory
487
Brown Advisory
Maryland
$1.08M +$5.03K +60 +0.5%
CAM
488
Cresset Asset Management
Illinois
$1.08M +$803K +9,578 +289%
BC
489
Bowman & Company
Wisconsin
$1.07M +$2.68K +32 +0.3%
CPC
490
Consolidated Planning Corp
Georgia
$1.07M -$543K -6,477 -34%
AAM
491
Advisors Asset Management
Colorado
$1.06M +$370K +4,412 +54%
VAM
492
Virtue Asset Management
Illinois
$1.05M +$1.05M +12,540 New
MAG
493
MRA Advisory Group
New Jersey
$1.05M +$1.26K +15 +0.1%
UB
494
UMB Bank
Missouri
$1.04M +$7.63K +91 +0.7%
MA
495
Mezzasalma Advisors
New Jersey
$1.04M +$1.04M +12,452 New
EWM
496
EPG Wealth Management
Georgia
$1.04M +$19.9K +237 +2%
SC
497
Savant Capital
Illinois
$1.02M +$110K +1,309 +12%
LHC
498
Little House Capital
Massachusetts
$1.02M +$15.2K +181 +1%
SP
499
Stonebrook Private
Michigan
$1.02M -$323K -3,845 -24%
MWM
500
Modera Wealth Management
New Jersey
$1.02M +$30.3K +361 +3%

PEG Hedge Fund Activity: Q3 2025 in Review

1,217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2025, worth a combined $30.7B — down 2.9% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new PEG positions and 89 closed out — a net gain of 24 holders — while 473 added to existing stakes and 369 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $294M. The largest seller was BlackRock, cutting an estimated $170M.

  • 1,217 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2025, up from 1,213 in Q2 2025.
  • Funds reported $30.7B of Public Service Enterprise Group stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 113 funds opened new Public Service Enterprise Group positions in Q3 2025 and 89 closed out, a net change of +24 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2025 was ClearBridge Investments, an estimated $294M added.
  • The largest Public Service Enterprise Group seller in Q3 2025 was BlackRock, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2025.