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Public Service Enterprise Group

1,283 hedge funds and large institutions have $30.2B invested in Public Service Enterprise Group in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 491 increasing their positions, 429 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $58.9M | Put options by funds: $40.7M

30% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 98

14% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 429

0% more funds holding

Funds holding: 1,2811,283 (+2)

0% less capital invested

Capital invested by funds: $30.3B → $30.2B (-$140M)

0.89% less ownership

Funds ownership: 75.6%74.72% (-0.89%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
1,283
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
15.8%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
127
Increased
491
Reduced
429
Closed
98
Calls
$58.9M
Puts
$40.7M
Net Calls
+$18.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
801
Sagespring Wealth Partners
Tennessee
$347K -$50.2K -612 -13%
WT
802
Whittier Trust
California
$345K +$5.41K +66 +2%
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$348K +4,250 New
EPW
804
Evolve Private Wealth
California
$344K +$3.44K +42 +1%
LA
805
LBP AM
France
$342K +$70.3K +857 +25%
ML
806
MLP3 LLC
New Jersey
$339K +$738 +9 +0.2%
WF
807
Welch & Forbes
Massachusetts
$339K -$574 -7 -0.2%
CL
808
CVFG LLC
Indiana
$337K +$341K +4,162 New
MT
809
Midwest Trust
Kansas
$336K +$656 +8 +0.2%
MCCA
810
Mill Creek Capital Advisors
Pennsylvania
$334K
HCM
811
Hudson Capital Management
New Jersey
$334K +$338K +4,123 New
SF
812
Symphony Financial
Texas
$333K -$33.8K -412 -9%
SAMT
813
Select Asset Management & Trust
Pennsylvania
$332K
QI
814
Qtron Investments
Massachusetts
$331K
RPGK
815
Retirement Planning Group (Kansas)
Kansas
$330K +$21.3K +260 +7%
SW
816
Simplicity Wealth
New Jersey
$326K +$3.44K +42 +1%
BWL
817
Bogart Wealth LLC
Virginia
$326K +$1.48K +18 +0.4%
LIA
818
Luken Investment Analytics
Tennessee
$323K -$410 -5 -0.1%
HBW
819
Hazlett, Burt & Watson
West Virginia
$319K
MSFP
820
Mark Sheptoff Financial Planning
Connecticut
$319K
SFS
821
Sowell Financial Services
Arkansas
$319K -$27.5K -335 -8%
CFS
822
CRA Financial Services
New Jersey
$319K +$6.64K +81 +2%
TPI
823
Trust Point Inc
Wisconsin
$319K +$3.03K +37 +0.9%
SQA
824
Simon Quick Advisors
New Jersey
$319K +$323K +3,936 New
EAN
825
Excelsior Advisor Network
Colorado
$316K +$320K +3,906 New