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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
MFIM
701
Mesirow Financial Investment Management
Illinois
$440K -$12.9K -154 -3%
DJSG
702
D.J. St. Germain
Massachusetts
$440K -$61K -727 -12%
FC
703
FORA Capital
Florida
$439K -$4.23M -50,392 -91%
ACM
704
Argyle Capital Management
Pennsylvania
$438K -$10.5K -125 -2%
KFP
705
Keystone Financial Planning
Ohio
$437K -$24.7K -294 -5%
SYBT
706
Stock Yards Bank & Trust
Kentucky
$437K
MWM
707
Massachusetts Wealth Management
Massachusetts
$436K +$8.39K +100 +2%
CI
708
Chartist Inc
California
$434K +$437K +5,204 New
PP
709
PDS Planning
Ohio
$432K +$16.7K +199 +4%
PS
710
Principal Securities
Iowa
$431K +$419 +5 +0.1%
CAG
711
Crestwood Advisors Group
Massachusetts
$429K +$21.8K +260 +5%
FTWA
712
Fifth Third Wealth Advisors
Ohio
$427K +$44.7K +533 +12%
PWP
713
Prasad Wealth Partners
Ohio
$426K +$419 +5 +0.1%
MCM
714
McRae Capital Management
New Jersey
$426K
Vontobel Holding
715
Vontobel Holding
Switzerland
$425K +$93.4K +1,114 +28%
Acadian Asset Management
716
Acadian Asset Management
Massachusetts
$422K +$425K +5,072 New
FMLI
717
Fukoku Mutual Life Insurance
Japan
$421K
KFI
718
Key Financial Inc
Pennsylvania
$420K +$220K +2,625 +107%
RFC
719
Regions Financial Corp
Alabama
$419K +$7.97K +95 +2%
KSWWM
720
Keyes Stange & Wooten Wealth Management
Florida
$419K -$419 -5 -0.1%
ADL
721
Asset Dedication LLC
California
$418K +$196K +2,334 +87%
FAM
722
Flaharty Asset Management
Florida
$418K +$419 +5 +0.1%
GJWM
723
Gilliland Jeter Wealth Management
Arkansas
$417K
BB
724
Berkshire Bank
Massachusetts
$416K +$3.52K +42 +0.8%
NAG
725
Northstar Advisory Group
New Jersey
$416K

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.