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Public Service Enterprise Group

1,232 hedge funds and large institutions have $30.8B invested in Public Service Enterprise Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 472 increasing their positions, 424 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 424

10% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 99

0.06% more ownership

Funds ownership: 75.01%75.07% (+0.06%)

1% less funds holding

Funds holding: 1,2431,232 (-11)

2% less capital invested

Capital invested by funds: $31.6B → $30.8B (-$784M)

12% less call options, than puts

Call options by funds: $125M | Put options by funds: $142M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,232
Holders Change
-11
Holders Change %
-0.88%
% of All Funds
16.52%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
109
Increased
472
Reduced
424
Closed
99
Calls
$125M
Puts
$142M
Net Calls
-$17.3M
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
526
Bessemer Group
New Jersey
$954K -$4.04M -48,468 -81%
NFSG
527
Newbridge Financial Services Group
Florida
$946K +$236K +2,826 +33%
TCA
528
Transcend Capital Advisors
New Jersey
$926K -$66K -791 -7%
Kovitz Investment Group Partners
529
Kovitz Investment Group Partners
Illinois
$918K +$30.9K +370 +3%
BTI
530
Blue Trust Inc
Georgia
$917K +$70.6K +846 +8%
BLAM
531
Bourne Lent Asset Management
New York
$911K -$27.1K -325 -3%
MYLI
532
Meiji Yasuda Life Insurance
Japan
$906K -$32.7K -392 -3%
FGA
533
Fortis Group Advisors
New Jersey
$905K -$1.92K -23 -0.2%
SFI
534
SPC Financial Inc
Maryland
$898K -$24.5K -294 -3%
IWA
535
IVC Wealth Advisors
Pennsylvania
$897K -$29.8K -357 -3%
CF
536
Copperwynd Financial
Arizona
$896K +$14.1K +169 +2%
GWM
537
Geneos Wealth Management
Colorado
$894K +$563K +6,750 +164%
SWP
538
Sagespring Wealth Partners
Tennessee
$889K +$87.3K +1,046 +11%
CI Investments Inc
539
CI Investments Inc
Ontario, Canada
$889K +$682K +8,169 +310%
CA
540
Commerzbank Aktiengesellschaft
Germany
$881K +$34.3K +411 +4%
JIC
541
Johnson Investment Counsel
Ohio
$873K -$29K -348 -3%
IAA
542
Independent Advisor Alliance
North Carolina
$872K +$47.8K +573 +6%
A
543
AlphaQuest
New York
$871K -$665K -7,970 -43%
WQ
544
Wealth Quarterback
New Jersey
$866K +$4.59K +55 +0.5%
IWA
545
IBEX Wealth Advisors
New Jersey
$864K +$2.09K +25 +0.2%
SFG
546
Sovereign Financial Group
Connecticut
$864K -$5.09K -61 -0.6%
GVAG
547
Great Valley Advisor Group
Delaware
$864K -$28.7K -344 -3%
PCS
548
Personal CFO Solutions
New Jersey
$849K +$2.17K +26 +0.3%
CPIA
549
Cornell Pochily Investment Advisors
New York
$848K +$2.34K +28 +0.3%
MIM
550
Merrion Investment Management
New Jersey
$848K -$83.4K -1,000 -9%

PEG Hedge Fund Activity: Q1 2025 in Review

1,232 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2025, worth a combined $30.8B — down 2.5% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PEG positions and 99 closed out — a net gain of 10 holders — while 472 added to existing stakes and 424 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Fidelity Investments, cutting an estimated $368M.

  • 1,232 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2025, down from 1,243 in Q4 2024.
  • Funds reported $30.8B of Public Service Enterprise Group stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 109 funds opened new Public Service Enterprise Group positions in Q1 2025 and 99 closed out, a net change of +10 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2025 was Vanguard Group, an estimated $249M added.
  • The largest Public Service Enterprise Group seller in Q1 2025 was Fidelity Investments, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2025.