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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
MWA
1201
Medallion Wealth Advisors
Connecticut
$2.74K +$1.75K +21 +175%
IRAG
1202
Investment Research & Advisory Group
Georgia
$2.55K +$2.59K +31 New
SIC
1203
SJS Investment Consulting
Ohio
$2.47K +$167 +2 +7%
BWM
1204
Bernard Wealth Management
Michigan
$2.31K +$2.34K +28 New
VWA
1205
Valued Wealth Advisors
Utah
$2.14K
WCM
1206
WealthTrak Capital Management
Virginia
$2.06K
T
1207
TOBAM
France
$2K +$1.58K +19 New
MSG
1208
Main Street Group
Virginia
$1.93K +$2K +24 New
CAC
1209
Core Alternative Capital
Georgia
$1.89K
HWA
1210
HHM Wealth Advisors
Tennessee
$1.81K
BCMLT
1211
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K +$1.67K +20 New
TFM
1212
TFC Financial Management
Massachusetts
$1.56K -$5.84K -70 -79%
HFS
1213
Hughes Financial Services
Virginia
$1.5K +$1.5K +18 New
TCA
1214
Trifecta Capital Advisors
Illinois
$1.48K
WW
1215
Winnow Wealth
Texas
$1.26K +$417 +5 +45%
WA
1216
WPG Advisers
Maryland
$1.15K -$1K -12 -46%
TCM
1217
TD Capital Management
Tennessee
$1.09K
UFF
1218
USA Financial Formulas
Michigan
$1.07K -$1.1M -13,194 -100%
TFA
1219
Transamerica Financial Advisors
Florida
$1K
BHWM
1220
Bay Harbor Wealth Management
Maryland
$987 +$1K +12 New
CAWM
1221
Capital A Wealth Management
Pennsylvania
$905 +$417 +5 +83%
PWA
1222
Principia Wealth Advisory
Texas
$900 -$250 -3 -21%
NWM
1223
Nova Wealth Management
Florida
$823
LWCFA
1224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$818
T
1225
Transce3nd
Texas
$658 -$23.9K -287 -97%

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.