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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
SWM
726
Segment Wealth Management
Texas
$414K +$18K +215 +5%
IAIM
727
International Assets Investment Management
Florida
$414K
ST
728
Smithfield Trust
Pennsylvania
$412K
EWA
729
Exencial Wealth Advisors
Oklahoma
$411K -$11.7K -140 -3%
TCA
730
Transcend Capital Advisors
New Jersey
$410K +$10.5K +125 +3%
DBRC
731
D.B. Root & Company
Pennsylvania
$409K +$1.26K +15 +0.3%
AAS
732
Ameritas Advisory Services
Nebraska
$406K +$64.4K +768 +19%
CI
733
Cigna Investments
Connecticut
$406K
FC
734
Fulcrum Capital
Washington
$401K
NG
735
Northstar Group
New York
$397K -$71.3K -850 -15%
CAG
736
Csenge Advisory Group
Florida
$396K -$180K -2,146 -31%
LA
737
Legacy Advisors
Pennsylvania
$395K +$397K +4,737 New
EB
738
Eastern Bank
Massachusetts
$393K
IIC
739
Ironwood Investment Counsel
Arizona
$392K -$17.3K -206 -4%
WP
740
WealthPLAN Partners
Nebraska
$390K
NB
741
NBT Bank
New York
$389K -$73.1K -871 -19%
FFP
742
FourThought Financial Partners
Florida
$386K +$1.51K +18 +0.4%
IF
743
Intrua Financial
Texas
$386K +$2.27K +27 +0.6%
RA
744
Ransom Advisory
Rhode Island
$384K
UAML
745
US Asset Management LLC
Pennsylvania
$380K -$4.11K -49 -1%
DSC
746
Duncker Streett & Co
Missouri
$380K
T
747
Tableaux
Massachusetts
$380K +$382K +4,552 New
AIP
748
Ameritas Investment Partners
Nebraska
$380K -$13.5K -161 -3%
KWM
749
Kingsview Wealth Management
Oregon
$379K -$140K -1,674 -27%
FHA
750
Flagship Harbor Advisors
Massachusetts
$379K +$2.77K +33 +0.7%

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.