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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
LI
751
LifeWealth Investments
Florida
$379K +$755 +9 +0.2%
HSWS
752
Higgins & Schmidt Wealth Strategies
Colorado
$378K +$380K +4,532 New
SFS
753
Sowell Financial Services
Arkansas
$378K +$11.2K +134 +3%
ETC
754
Exchange Traded Concepts
Oklahoma
$377K +$46K +549 +14%
BBA
755
Baader Bank Aktiengesellschaft
Germany
$375K -$5.79K -69 -2%
RWMG
756
Redwood Wealth Management Group
New Jersey
$375K -$70.5K -840 -16%
CIC
757
Crawford Investment Counsel
Georgia
$374K
EAM
758
Empirical Asset Management
Massachusetts
$372K +$2.43K +29 +0.7%
ECM
759
EagleClaw Capital Management
Massachusetts
$371K
GRP
760
Global Retirement Partners
California
$367K +$55K +656 +18%
RC
761
Roundview Capital
New Jersey
$367K
CPA
762
Capital Planning Advisors
California
$366K
RS
763
R Squared
Hong Kong
$361K +$363K +4,322 New
FNBTCON
764
First National Bank & Trust Co of Newtown
Pennsylvania
$361K -$12.6K -150 -3%
OAM
765
Oxford Asset Management
United Kingdom
$360K +$362K +4,312 New
NRS
766
Neville Rodie & Shaw
New York
$358K
BCM
767
Becker Capital Management
Oregon
$357K
IP
768
Ignite Planners
California
$357K +$1.43K +17 +0.4%
WA
769
Waverly Advisors
Alabama
$355K -$47.7K -569 -12%
WF
770
Welch & Forbes
Massachusetts
$355K
GAG
771
GM Advisory Group
New York
$355K +$356K +4,248 New
WT
772
Whittier Trust
California
$353K
RSWM
773
Robertson Stephens Wealth Management
California
$351K +$146K +1,742 +71%
MT
774
Midwest Trust
Kansas
$350K +$1.01K +12 +0.3%
AWM
775
Avior Wealth Management
Nebraska
$350K +$1.01K +12 +0.3%

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.