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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
IWA
526
IBEX Wealth Advisors
New Jersey
$880K +$2.1K +25 +0.2%
SLWA
527
San Luis Wealth Advisors
California
$876K +$881K +10,500 New
VCM
528
Voleon Capital Management
California
$871K -$1.44M -17,189 -62%
TPA
529
Trivium Point Advisory
Connecticut
$869K -$34K -405 -4%
GS
530
GTS Securities
New York
$867K +$216K +2,576 +33%
JIC
531
Johnson Investment Counsel
Ohio
$867K +$1.51K +18 +0.2%
PCS
532
Personal CFO Solutions
New Jersey
$863K -$9.39K -112 -1%
PGAM
533
Princeton Global Asset Management
New Jersey
$860K -$5.03K -60 -0.6%
CPIA
534
Cornell Pochily Investment Advisors
New York
$860K -$2.52K -30 -0.3%
SWP
535
Stratos Wealth Partners
Ohio
$856K +$23.6K +281 +3%
TAP
536
Tounjian Advisory Partners
Florida
$855K -$991K -11,820 -54%
OAM
537
Ostrum Asset Management
France
$852K -$441K -5,252 -34%
HSA
538
HBK Sorce Advisory
Pennsylvania
$846K +$31.4K +374 +4%
SFG
539
Sovereign Financial Group
Connecticut
$838K +$503 +6 +0.1%
PP
540
Prudential plc
United Kingdom
$837K -$17M -202,300 -95%
NSEDCP
541
NJ State Employees Deferred Compensation Plan
New Jersey
$835K
HAG
542
HighPoint Advisor Group
Illinois
$824K +$32.2K +384 +4%
AA
543
Advisory Alpha
Michigan
$824K +$341K +4,069 +67%
CWA
544
Clarity Wealth Advisors
California
$811K +$6.12K +73 +0.8%
First Manhattan
545
First Manhattan
New York
$809K
CPWA
546
Cerro Pacific Wealth Advisors
California
$806K -$253K -3,016 -24%
UB
547
Umpqua Bank
Oregon
$806K +$6.71K +80 +0.8%
AF
548
Aviso Financial
Ontario, Canada
$805K +$216K +2,575 +36%
GT
549
Greenleaf Trust
Michigan
$804K +$4.36K +52 +0.5%
FGA
550
Fortis Group Advisors
New Jersey
$802K -$6.79K -81 -0.8%

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.