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Public Service Enterprise Group
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Overview Fund Activity

1,217 hedge funds and large institutions have $30.3B invested in Public Service Enterprise Group in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 465 increasing their positions, 418 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
-14
Holders Change %
-1.14%
% of All Funds
16.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
110
Increased
465
Reduced
418
Closed
98
Calls
$125M
Puts
$142M
Net Calls
-$17.3M
Net Calls Change
-$191M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
2
CIA
ClearBridge Investments (Australia)
Australia
+$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Millennium Management
Millennium Management
New York
+$81M
5
Bank of America
Bank of America
North Carolina
+$76.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$363M
2
Invesco
Invesco
Georgia
-$120M
3
Jennison Associates
Jennison Associates
New York
-$116M
4
Amundi
Amundi
France
-$84.5M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
501
Cerro Pacific Wealth Advisors
California
$1.04M – – –
MAG
502
MRA Advisory Group
New Jersey
$1.03M – – –
ACM
503
Advisors Capital Management
New Jersey
$1.02M -$1.4K -17 -0.1%
SI
504
SCP Investment
California
$1.02M +$1.02M +12,400 New
UB
505
UMB Bank
Missouri
$1.01M +$278K +3,382 +38%
BC
506
Bowman & Company
Wisconsin
$1M +$69.5K +844 +7%
EWM
507
EPG Wealth Management
Georgia
$995K +$25.2K +306 +3%
LFAS
508
Level Four Advisory Services
Texas
$995K +$12.2K +148 +1%
FP
509
Fiduciary Planning
Florida
$991K -$2.3K -28 -0.2%
BBVA
510
Banco Bilbao Vizcaya Argentaria
Spain
$988K +$25.8K +314 +3%
MWM
511
Modera Wealth Management
New Jersey
$976K -$43.2K -525 -4%
GT
512
Greenleaf Trust
Michigan
$975K +$58.3K +708 +6%
SG Americas Securities
513
SG Americas Securities
New York
$975K +$133K +1,618 +16%
ECA
514
Elevated Capital Advisors
Utah
$968K +$39.4K +479 +4%
PWAM
515
Private Wealth Asset Management
Iowa
$965K +$965K +11,728 New
TPA
516
Trivium Point Advisory
Connecticut
$963K -$87.6K -1,064 -8%
LHC
517
Little House Capital
Massachusetts
$961K +$50K +608 +5%
CPG
518
Cornerstone Planning Group
New Jersey
$960K +$20.3K +248 +2%
USAA
519
United Services Automobile Association
Texas
$958K – – –
AF
520
Allworth Financial
California
$956K +$69.4K +849 +8%
Bessemer Group
521
Bessemer Group
New Jersey
$954K -$3.99M -48,468 -81%
NFSG
522
Newbridge Financial Services Group
Florida
$946K +$233K +2,826 +33%
TCA
523
Transcend Capital Advisors
New Jersey
$926K -$65.1K -791 -7%
Kovitz Investment Group Partners
524
Kovitz Investment Group Partners
Illinois
$918K +$30.5K +370 +3%
BTI
525
Blue Trust Inc
Georgia
$917K +$69.6K +846 +8%
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