We are live on ! Find out more
PEG icon

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
MG
776
Mather Group
Illinois
$337K +$32.6K +404 +11%
NWMG
777
National Wealth Management Group
Ohio
$337K -$35.3K -438 -10%
HR
778
Howe & Rusling
New York
$337K -$122K -1,517 -27%
MSFP
779
Mark Sheptoff Financial Planning
Connecticut
$337K
HT
780
Headlands Technologies
Illinois
$337K +$292K +3,615 +939%
LIA
781
Luken Investment Analytics
Tennessee
$336K
Vontobel Holding
782
Vontobel Holding
Switzerland
$335K -$2.1K -26 -0.7%
IWA
783
Invera Wealth Advisors
Oregon
$334K -$2.26K -28 -0.7%
ETC
784
Exchange Traded Concepts
Oklahoma
$334K -$807 -10 -0.3%
HBW
785
Hazlett, Burt & Watson
West Virginia
$332K
MA
786
Mutual Advisors
Nebraska
$330K +$304K +3,764 New
APP
787
Avantax Planning Partners
Iowa
$328K -$6.61K -82 -2%
WS
788
Wedbush Securities
California
$327K -$300K -3,722 -49%
LA
789
LBP AM
France
$326K +$60.2K +746 +24%
RWP
790
Revolve Wealth Partners
New Jersey
$323K +$55.7K +691 +22%
A
791
Allianz
Germany
$322K
RIG
792
RiverFront Investment Group
Virginia
$322K
ATPW
793
Ashton Thomas Private Wealth
Arizona
$322K +$29K +359 +10%
CCWM
794
Cassaday & Co Wealth Management
Virginia
$319K
FNFDCM
795
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$318K
RPGK
796
Retirement Planning Group (Kansas)
Kansas
$318K +$2.98K +37 +1%
ISL
797
Ingalls & Snyder LLC
New York
$317K -$20.2K -250 -6%
GRP
798
Global Retirement Partners
California
$315K +$302K +3,747 New
MAM
799
Mystic Asset Management
Rhode Island
$315K -$8.06K -100 -3%
VFA
800
Valeo Financial Advisors
Indiana
$315K +$301K +3,737 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.