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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
CFAM
626
Center For Asset Management
Florida
$567K -$9.19K -114 -2%
SWA
627
Sax Wealth Advisors
New Jersey
$566K +$39.1K +485 +8%
MMM
628
Mendel Money Management
Illinois
$563K -$2.02K -25 -0.4%
CAG
629
Csenge Advisory Group
Florida
$558K -$35.9K -445 -6%
WAP
630
Wealthcare Advisory Partners
Pennsylvania
$558K +$11.5K +143 +2%
PPWM
631
Paragon Private Wealth Management
Kentucky
$557K +$125K +1,552 +31%
FPAS
632
Focus Partners Advisor Solutions
Missouri
$554K -$10.7K -133 -2%
FRA
633
Frank Rimerman Advisors
California
$553K -$9.28K -115 -2%
CT
634
Caldwell Trust
Florida
$552K -$5.65K -70 -1%
SWM
635
SeaCrest Wealth Management
New York
$552K -$4.44K -55 -0.8%
EFS
636
Essex Financial Services
Connecticut
$548K +$37.8K +469 +8%
SF
637
Summit Financial
New Jersey
$546K +$25.9K +321 +5%
MSWM
638
McGlone Suttner Wealth Management
Wisconsin
$545K +$35.8K +444 +7%
DAC
639
Dividend Assets Capital
South Carolina
$540K
BRWA
640
B. Riley Wealth Advisors
Florida
$539K +$516K +6,403 New
Lazard Asset Management
641
Lazard Asset Management
New York
$539K +$260K +3,229 +101%
HWM
642
Howard Wealth Management
Connecticut
$528K
1IA
643
1620 Investment Advisors
Massachusetts
$527K +$11.6K +144 +2%
BLFG
644
Brian Low Financial Group
Louisiana
$525K +$503K +6,237 New
KWM
645
Kingsview Wealth Management
Oregon
$523K -$41.6K -516 -8%
MYLI
646
Meiji Yasuda Life Insurance
Japan
$523K -$387K -4,800 -44%
MTWM
647
Masso Torrence Wealth Management
New Jersey
$521K +$14.4K +179 +3%
CPIG
648
Chicago Partners Investment Group
Illinois
$521K -$3.39K -42 -0.7%
DADC
649
D.A. Davidson & Co
Montana
$517K -$12K -149 -2%
GCM
650
Graham Capital Management
Connecticut
$517K +$495K +6,139 New

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.