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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
BRWA
626
B. Riley Wealth Advisors
Florida
$576K +$41.5K +495 +8%
CWM
627
Chemistry Wealth Management
New York
$574K
Lazard Asset Management
628
Lazard Asset Management
New York
$574K +$38.8K +462 +7%
GSWM
629
Golden State Wealth Management
California
$573K
VF
630
Virtu Financial
New York
$572K +$575K +6,857 New
MM
631
MQS Management
New York
$569K +$572K +6,820 New
NL
632
NVWM LLC
Pennsylvania
$567K -$587K -7,004 -51%
MSWM
633
McGlone Suttner Wealth Management
Wisconsin
$566K +$25.7K +306 +5%
CIC
634
Cutler Investment Counsel
Oregon
$565K
TCM
635
Twin Capital Management
Pennsylvania
$565K -$15.1K -180 -3%
1IA
636
1620 Investment Advisors
Massachusetts
$560K +$37.1K +442 +7%
MMM
637
Mendel Money Management
Illinois
$559K +$1.26K +15 +0.2%
WB
638
WesBanco Bank
West Virginia
$556K -$219K -2,612 -28%
CT
639
Caldwell Trust
Florida
$555K +$7.46K +89 +1%
SWA
640
Sax Wealth Advisors
New Jersey
$555K -$6.38K -76 -1%
AWM
641
Accurate Wealth Management
Florida
$548K +$40.3K +481 +8%
AS
642
Altshuler Shaham
Israel
$546K +$138K +1,642 +34%
MTWM
643
Masso Torrence Wealth Management
New Jersey
$546K +$29.1K +347 +6%
DADC
644
D.A. Davidson & Co
Montana
$542K +$28.9K +345 +6%
SF
645
Summit Financial
New Jersey
$541K -$336 -4 -0.1%
FRA
646
Frank Rimerman Advisors
California
$541K -$7.3K -87 -1%
CGL
647
Clarius Group LLC
Washington
$539K -$28.5K -340 -5%
FFA
648
Farther Finance Advisors
California
$534K +$55.1K +657 +11%
EFS
649
Essex Financial Services
Connecticut
$534K -$9.31K -111 -2%
BLFG
650
Brian Low Financial Group
Louisiana
$533K +$12.8K +152 +2%

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.