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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
PCM
1176
Penserra Capital Management
California
$3K
CCM
1177
Cloud Capital Management
Washington
$3K +$3.44K +41 New
BFS
1178
Bare Financial Services
Pennsylvania
$2.84K
MWA
1179
Medallion Wealth Advisors
Connecticut
$2.75K
BHWM
1180
Bay Harbor Wealth Management
Maryland
$2.25K +$755 +9 +50%
VWA
1181
Valued Wealth Advisors
Utah
$2.18K
NWM
1182
Nova Wealth Management
Florida
$2.11K
HFS
1183
Hughes Financial Services
Virginia
$2.08K -$503 -6 -19%
CAM
1184
Clarity Asset Management
Iowa
$2.02K +$2.01K +24 New
CWP
1185
Clark Wealth Partners
Illinois
$2.01K +$2.1K +25 New
T
1186
TOBAM
France
$2K
CAC
1187
Core Alternative Capital
Georgia
$1.92K
WA
1188
WestEnd Advisors
North Carolina
$1.92K +$1.93K +23 New
PWA
1189
Principia Wealth Advisory
Texas
$1.84K +$168 +2 +10%
CT
1190
Clearstead Trust
Maine
$1.75K -$22.4K -267 -93%
KG
1191
Kilter Group
New York
$1.67K
TFM
1192
TFC Financial Management
Massachusetts
$1.59K
TCA
1193
Trifecta Capital Advisors
Illinois
$1.5K
BI
1194
Binnacle Investments
Iowa
$1.42K
SIC
1195
SJS Investment Consulting
Ohio
$1.34K
EP
1196
Essential Partners
California
$1.25K +$336 +4 +36%
WA
1197
WPG Advisers
Maryland
$1.17K
MSWA
1198
Marshall & Sterling Wealth Advisors
New York
$1.17K +$1.17K +14 New
WWA
1199
Wealth Watch Advisors
Colorado
$1.08K +$1.09K +13 New
TIM
1200
Tortoise Investment Management
New York
$918 +$252 +3 +38%

PEG Hedge Fund Activity: Q3 2025 in Review

1,217 of the 7,619 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.