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Public Service Enterprise Group

1,217 hedge funds and large institutions have $30.7B invested in Public Service Enterprise Group in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 473 increasing their positions, 369 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 369

27% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 89

17% more call options, than puts

Call options by funds: $122M | Put options by funds: $104M

0% more funds holding

Funds holding: 1,2131,217 (+4)

3% less capital invested

Capital invested by funds: $31.6B → $30.7B (-$916M)

1.56% less ownership

Funds ownership: 75.28%73.72% (-1.6%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
1,217
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
15.97%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
113
Increased
473
Reduced
369
Closed
89
Calls
$122M
Puts
$104M
Net Calls
+$17.8M
Net Calls Change
-$99.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1051
Blue Bell Private Wealth Management
Pennsylvania
$58K
BLC
1052
Brown, Lisle/Cummings
Rhode Island
$57K
DMBA
1053
Deseret Mutual Benefit Administrators
Utah
$56.5K
FLP
1054
Financial Life Planners
Arizona
$56.1K +$56.4K +672 New
LWMI
1055
Legacy Wealth Management (Idaho)
Idaho
$55.6K
PFSC
1056
Peoples Financial Services Corp
Pennsylvania
$55.4K
VCM
1057
Versant Capital Management
Arizona
$54.6K -$22.9K -273 -29%
CIAM
1058
Caitong International Asset Management
Hong Kong
$53.6K +$53.9K +642 New
TFIPS
1059
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.4K
CSPIA
1060
Cary Street Partners Investment Advisory
Virginia
$51.2K +$6.12K +73 +13%
CA
1061
Centerpoint Advisors
Massachusetts
$51K
CTA
1062
Colonial Trust Advisors
South Carolina
$50.1K
GCM
1063
Gables Capital Management
Florida
$50.1K
RAM
1064
Ramirez Asset Management
New York
$48.7K
MA
1065
MCF Advisors
Kentucky
$48.5K
CT
1066
Colonial Trust
South Carolina
$47.8K +$10.1K +121 +27%
TFA
1067
Toth Financial Advisory
Virginia
$46.7K
TVWM
1068
Tower View Wealth Management
Wisconsin
$46.5K -$9.81K -117 -17%
CAM
1069
Costello Asset Management
Pennsylvania
$45.1K +$84 +1 +0.2%
CAL
1070
Capital Advisors Ltd
Ohio
$44K
CFS
1071
CGC Financial Services
Oregon
$43.4K +$21.6K +258 +98%
HIIFS
1072
Harel Insurance Investments & Financial Services
Israel
$43K +$43.5K +519 New
LSA
1073
Leonteq Securities AG
Switzerland
$42.4K -$38.7K -461 -48%
VWA
1074
VSM Wealth Advisory
Maryland
$41.9K -$16.6K -198 -28%
RF
1075
Robinswood Financial
Washington
$41.8K +$42K +501 New

PEG Hedge Fund Activity: Q3 2025 in Review

1,217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2025, worth a combined $30.7B — down 2.9% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new PEG positions and 89 closed out — a net gain of 24 holders — while 473 added to existing stakes and 369 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $294M. The largest seller was BlackRock, cutting an estimated $170M.

  • 1,217 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2025, up from 1,213 in Q2 2025.
  • Funds reported $30.7B of Public Service Enterprise Group stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 113 funds opened new Public Service Enterprise Group positions in Q3 2025 and 89 closed out, a net change of +24 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2025 was ClearBridge Investments, an estimated $294M added.
  • The largest Public Service Enterprise Group seller in Q3 2025 was BlackRock, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2025.