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Public Service Enterprise Group

1,232 hedge funds and large institutions have $30.8B invested in Public Service Enterprise Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 472 increasing their positions, 424 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 424

10% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 99

0.06% more ownership

Funds ownership: 75.01%75.07% (+0.06%)

1% less funds holding

Funds holding: 1,2431,232 (-11)

2% less capital invested

Capital invested by funds: $31.6B → $30.8B (-$784M)

12% less call options, than puts

Call options by funds: $125M | Put options by funds: $142M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,232
Holders Change
-11
Holders Change %
-0.88%
% of All Funds
16.52%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
109
Increased
472
Reduced
424
Closed
99
Calls
$125M
Puts
$142M
Net Calls
-$17.3M
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
801
Invera Wealth Advisors
Oregon
$329K +$333K +3,995 New
TC
802
Truvestments Capital
Florida
$329K +$327K +3,924 +5,687%
LIA
803
Luken Investment Analytics
Tennessee
$328K
MCM
804
Mainstay Capital Management
Michigan
$328K +$501 +6 +0.2%
ETC
805
Exchange Traded Concepts
Oklahoma
$327K +$37.3K +447 +13%
APP
806
Avantax Planning Partners
Iowa
$327K -$21.9K -262 -6%
HBW
807
Hazlett, Burt & Watson
West Virginia
$324K
CAM
808
Centre Asset Management
New York
$324K +$10.1K +121 +3%
RCM
809
Raleigh Capital Management
North Carolina
$322K -$67.7K -811 -17%
SIC
810
Sterling Investment Counsel
New York
$321K +$24.2K +290 +8%
MAM
811
Mystic Asset Management
Rhode Island
$316K -$25K -300 -7%
A
812
Allianz
Germany
$315K -$810K -9,710 -72%
HWA
813
HCR Wealth Advisors
California
$315K +$319K +3,823 New
RIG
814
RiverFront Investment Group
Virginia
$315K +$319K +3,822 New
MPM
815
MBB Public Markets
Illinois
$314K +$318K +3,814 New
CCWM
816
Cassaday & Co Wealth Management
Virginia
$312K -$125K -1,500 -28%
SIAS
817
Summit Investment Advisory Services
Minnesota
$311K +$6.34K +76 +2%
FNFDCM
818
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$311K -$27.1K -325 -8%
CAM
819
Cresset Asset Management
Illinois
$310K +$5.09K +61 +2%
MPPW
820
Mitchell & Pahl Private Wealth
Oklahoma
$310K -$417 -5 -0.1%
PWPS
821
Pinnacle Wealth Planning Services
Ohio
$309K +$5.17K +62 +2%
RPGK
822
Retirement Planning Group (Kansas)
Kansas
$308K -$1.33K -16 -0.4%
DAS
823
Diversify Advisory Services
Utah
$308K +$314K +3,769 New
SI
824
Severin Investments
Missouri
$305K +$51.9K +622 +20%
CWA
825
Crux Wealth Advisors
California
$301K -$113K -1,360 -27%

PEG Hedge Fund Activity: Q1 2025 in Review

1,232 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2025, worth a combined $30.8B — down 2.5% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PEG positions and 99 closed out — a net gain of 10 holders — while 472 added to existing stakes and 424 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Fidelity Investments, cutting an estimated $368M.

  • 1,232 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2025, down from 1,243 in Q4 2024.
  • Funds reported $30.8B of Public Service Enterprise Group stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 109 funds opened new Public Service Enterprise Group positions in Q1 2025 and 99 closed out, a net change of +10 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2025 was Vanguard Group, an estimated $249M added.
  • The largest Public Service Enterprise Group seller in Q1 2025 was Fidelity Investments, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2025.