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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
OFS
901
OneAscent Financial Services
Alabama
$242K -$305K -3,786 -57%
CTC
902
Central Trust Company
Missouri
$241K +$81 +1 +0%
AWC
903
Abundance Wealth Counselors
Pennsylvania
$240K -$19.8K -245 -8%
CSP
904
Cary Street Partners
Virginia
$240K +$230K +2,850 New
WA
905
WealthTrust Axiom
Pennsylvania
$239K
BFG
906
Birch Financial Group
New Hampshire
$239K +$2.82K +35 +1%
SCM
907
Schnieders Capital Management
California
$238K
HPBT
908
Hickory Point Bank & Trust
Illinois
$238K -$1.05K -13 -0.5%
AO
909
Advisor OS
Illinois
$238K +$19.3K +239 +9%
LA
910
LexAurum Advisors
Kansas
$238K +$1.45K +18 +0.6%
GIA
911
Gladstone Institutional Advisory
Florida
$238K -$8.55K -106 -4%
CCMG
912
Clark Capital Management Group
Pennsylvania
$237K +$2.82K +35 +1%
BMC
913
Beaton Management Company
Massachusetts
$235K
BWP
914
Bernardo Wealth Planning
Pennsylvania
$235K +$968 +12 +0.4%
LSIA
915
LaSalle St. Investment Advisors
Illinois
$232K +$5.08K +63 +2%
JWM
916
Jeppson Wealth Management
California
$231K -$8.06K -100 -4%
DWT
917
Dorsey & Whitney Trust
South Dakota
$231K -$32.1K -398 -13%
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$230K -$645 -8 -0.3%
VAM
919
Verity Asset Management
North Carolina
$228K -$14K -173 -6%
SPWG
920
Sage Private Wealth Group
Illinois
$227K +$218K +2,698 New
KP
921
Keel Point
Alabama
$226K +$216K +2,680 New
ADL
922
Asset Dedication LLC
California
$225K
MCM
923
Morton Capital Management
California
$225K -$7.82K -97 -4%
GFA
924
Gallagher Fiduciary Advisors
Illinois
$225K +$1.53K +19 +0.7%
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$225K +$57.7K +715 +37%

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.