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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
KFP
1101
Keener Financial Planning
Texas
$27K
CMA
1102
Cedar Mountain Advisors
Oregon
$26.6K +$26.8K +319 New
FG
1103
Fairman Group
Pennsylvania
$26.5K
TCM
1104
TD Capital Management
Tennessee
$26.5K +$168 +2 +0.6%
SR
1105
Syntax Research
Florida
$26.3K
PCFFS
1106
Pacific Center for Financial Services
California
$26.2K
OP
1107
ORG Partners
Indiana
$26.2K +$2.6K +31 +11%
CFG
1108
Chapman Financial Group
Hawaii
$25K
CWP
1109
Concord Wealth Partners
Virginia
$25K
PAM
1110
Palisade Asset Management
Minnesota
$24.1K +$24.2K +289 New
RA
1111
Rise Advisors
New York
$23.9K -$7.21K -86 -23%
CFO
1112
CVA Family Office
Colorado
$23K +$7.21K +86 +45%
SIS
1113
Sound Income Strategies
Florida
$22.7K +$3.27K +39 +16%
BTD
1114
BankPlus Trust Department
Mississippi
$20.9K
BCWM
1115
Bartlett & Co Wealth Management
Ohio
$19.5K +$2.6K +31 +15%
WIM
1116
Westside Investment Management
California
$19.2K +$9.73K +116 +100%
HFS
1117
Hopwood Financial Services
Virginia
$18.9K
ZBNA
1118
Zions Bancorporation, National Association
Utah
$18.6K -$34.7K -414 -65%
RF
1119
Roxbury Financial
New Jersey
$18.6K
PB
1120
Pinnacle Bancorp
Nebraska
$18.4K
MAM
1121
Meeder Asset Management
Ohio
$17.9K +$17.9K +214 New
SL
1122
Salomon & Ludwin
Virginia
$17.8K +$18.2K +217 New
FP
1123
Financial Perspectives
Minnesota
$17.4K
OAJ
1124
Ogorek Anthony Joseph
New York
$17K -$1.76K -21 -9%
MCA
1125
Midwest Capital Advisors
Michigan
$16.8K

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.