PEG icon

Public Service Enterprise Group

1,211 hedge funds and large institutions have $30.7B invested in Public Service Enterprise Group in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 471 increasing their positions, 368 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $31.6B → $30.7B (-$923M)

1.58% less ownership

Funds ownership: 75.25%73.68% (-1.6%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
1,211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122M
Puts
$104M
Net Calls
Net Calls Change

Top Buyers

1 +$294M
2 +$154M
3 +$78.6M
4
Ameriprise
Ameriprise
Minnesota
+$54.4M
5
VanEck Associates
VanEck Associates
New York
+$49M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
501
Fiduciary Planning
Florida
$1.01M
Nomura Holdings
502
Nomura Holdings
Japan
$1,000K
SO
503
STRS Ohio
Ohio
$997K
A
504
AlphaQuest
New York
$994K
PWAM
505
Private Wealth Asset Management
Iowa
$977K
CWS
506
Confluence Wealth Services
Pennsylvania
$976K
LFAS
507
Level Four Advisory Services
Texas
$974K
ET
508
Entropy Technologies
New York
$957K
ACM
509
Advisors Capital Management
New Jersey
$956K
BTI
510
Blue Trust Inc
Georgia
$951K
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$938K
AWM
512
Atticus Wealth Management
Florida
$935K
BCA
513
Bay Colony Advisors
Massachusetts
$926K
BLAM
514
Bourne Lent Asset Management
New York
$924K
IAA
515
Independent Advisor Alliance
North Carolina
$915K
OTL
516
Oak Thistle LLC
New York
$911K
FFA
517
Florida Financial Advisors
Florida
$911K
IWC
518
Integrated Wealth Concepts
Massachusetts
$902K
PWS
519
Peterson Wealth Services
Utah
$901K
ECA
520
Elevated Capital Advisors
Utah
$896K
SFI
521
SPC Financial Inc
Maryland
$894K
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$892K
CCM
523
Coldstream Capital Management
Washington
$882K
IWA
524
IBEX Wealth Advisors
New Jersey
$880K
SLWA
525
San Luis Wealth Advisors
California
$876K