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Public Service Enterprise Group

1,213 hedge funds and large institutions have $31.6B invested in Public Service Enterprise Group in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 464 increasing their positions, 416 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $162M | Put options by funds: $44.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

12% more repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 416

3% more capital invested

Capital invested by funds: $30.8B → $31.6B (+$814M)

0.21% more ownership

Funds ownership: 75.07%75.28% (+0.21%)

5% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 117

2% less funds holding

Funds holding: 1,2321,213 (-19)

Holders
1,213
Holders Change
-19
Holders Change %
-1.54%
% of All Funds
15.97%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
111
Increased
464
Reduced
416
Closed
117
Calls
$162M
Puts
$44.4M
Net Calls
+$117M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
501
Fiduciary Planning
Florida
$1.01M
IWC
502
Integrated Wealth Concepts
Massachusetts
$1.01M -$162K -2,010 -14%
EF
503
Empowered Funds
Pennsylvania
$1M +$145K +1,796 +18%
MWM
504
Modera Wealth Management
New Jersey
$998K +$81 +1 +0%
CFG
505
Citizens Financial Group
Rhode Island
$996K +$682K +8,451 +250%
PWAM
506
Private Wealth Asset Management
Iowa
$986K -$1.45K -18 -0.2%
BHCM
507
Brevan Howard Capital Management
Jersey
$984K +$943K +11,691 New
Fisher Asset Management
508
Fisher Asset Management
Washington
$979K -$550K -6,815 -37%
SWP
509
Sagespring Wealth Partners
Tennessee
$969K +$56.5K +701 +6%
ECA
510
Elevated Capital Advisors
Utah
$968K
CA
511
Commerzbank Aktiengesellschaft
Germany
$966K +$61.5K +763 +7%
BTI
512
Blue Trust Inc
Georgia
$965K +$25.2K +313 +3%
FCA
513
Fortis Capital Advisors
Kansas
$957K +$917K +11,371 New
Kovitz Investment Group Partners
514
Kovitz Investment Group Partners
Illinois
$954K +$13.7K +170 +2%
BLAM
515
Bourne Lent Asset Management
New York
$932K
MSA
516
MUFG Securities Americas
New York
$931K +$181K +2,240 +25%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$926K +$887K +10,996 New
SFI
518
SPC Financial Inc
Maryland
$924K +$5.65K +70 +0.6%
SC
519
Savant Capital
Illinois
$923K +$57.5K +713 +7%
CF
520
Copperwynd Financial
Arizona
$922K +$5.81K +72 +0.7%
IWA
521
IVC Wealth Advisors
Pennsylvania
$913K -$3.55K -44 -0.4%
TPA
522
Trivium Point Advisory
Connecticut
$911K -$70.4K -873 -7%
WQ
523
Wealth Quarterback
New Jersey
$903K +$16.5K +204 +2%
PWS
524
Peterson Wealth Services
Utah
$901K +$37.3K +462 +5%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$899K +$168K +2,088 +24%

PEG Hedge Fund Activity: Q2 2025 in Review

1,213 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2025, worth a combined $31.6B — up 2.6% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of PEG and 111 opened new positions — a net loss of 6 holders — while 416 trimmed existing stakes and 464 added.

The largest buyer was Bank of America, adding an estimated $242M. The largest seller was BlackRock, cutting an estimated $473M.

  • 1,213 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2025, down from 1,232 in Q1 2025.
  • Funds reported $31.6B of Public Service Enterprise Group stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 111 funds opened new Public Service Enterprise Group positions in Q2 2025 and 117 closed out, a net change of -6 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2025 was Bank of America, an estimated $242M added.
  • The largest Public Service Enterprise Group seller in Q2 2025 was BlackRock, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2025.