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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
EWA
876
EverSource Wealth Advisors
Alabama
$261K +$56.6K +678 +27%
Lazard Asset Management
877
Lazard Asset Management
New York
$261K -$53.2K -638 -17%
FWTB
878
First Western Trust Bank
Colorado
$260K
UF
879
Univest Financial
Pennsylvania
$260K -$501 -6 -0.2%
KFS
880
Kelly Financial Services
Massachusetts
$260K
EWS
881
Eagle Wealth Strategies
New Jersey
$260K +$1.75K +21 +0.7%
BBA
882
BLB&B Advisors
Pennsylvania
$260K +$3.5K +42 +1%
RWP
883
Revolve Wealth Partners
New Jersey
$259K +$263K +3,152 New
MGWA
884
Monument Group Wealth Advisors
Massachusetts
$259K
EFA
885
Edge Financial Advisors
Illinois
$259K +$2K +24 +0.8%
MA
886
MONECO Advisors
Connecticut
$259K +$3.42K +41 +1%
GBT
887
Grove Bank & Trust
Florida
$259K +$132K +1,579 +101%
DWT
888
Dorsey & Whitney Trust
South Dakota
$258K +$1.92K +23 +0.7%
RCM
889
RNC Capital Management
California
$258K
SW
890
SlateStone Wealth
Florida
$258K
FCBT
891
First Citizens Bank & Trust
North Carolina
$258K +$261K +3,131 New
LA
892
LBP AM
France
$257K -$866K -10,374 -77%
SA
893
Stewardship Advisors
Pennsylvania
$256K +$2.09K +25 +0.8%
OL
894
one8zero8 LLC
North Carolina
$255K
AWC
895
Abundance Wealth Counselors
Pennsylvania
$255K -$2.17K -26 -0.8%
BEI
896
Benjamin Edwards Inc
Missouri
$255K -$3.5M -41,979 -93%
APW
897
Austin Private Wealth
Texas
$255K +$33.6K +403 +15%
CLA
898
Carnegie Lake Advisors
New Jersey
$254K -$20.9K -250 -7%
OR
899
Olympiad Research
Connecticut
$254K +$257K +3,085 New
PCM
900
Prelude Capital Management
New York
$254K +$257K +3,085 New

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.