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Public Service Enterprise Group
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Overview Fund Activity

1,217 hedge funds and large institutions have $30.3B invested in Public Service Enterprise Group in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 465 increasing their positions, 418 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
-14
Holders Change %
-1.14%
% of All Funds
16.53%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
110
Increased
465
Reduced
418
Closed
98
Calls
$125M
Puts
$142M
Net Calls
-$17.3M
Net Calls Change
-$191M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
2
CIA
ClearBridge Investments (Australia)
Australia
+$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Millennium Management
Millennium Management
New York
+$81M
5
Bank of America
Bank of America
North Carolina
+$76.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$363M
2
Invesco
Invesco
Georgia
-$120M
3
Jennison Associates
Jennison Associates
New York
-$116M
4
Amundi
Amundi
France
-$84.5M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
1276
Planning Directions
Pennsylvania
– -$220K -2,603 Closed
KCM
1277
Kathmere Capital Management
Pennsylvania
– -$215K -2,539 Closed
CA
1278
Cornerstone Advisory
Maryland
– -$212K -2,529 Closed
SFWC
1279
Strategic Family Wealth Counselors
New Jersey
– -$212K -2,515 Closed
FAM
1280
Formidable Asset Management
Ohio
– -$211K -2,500 Closed
VCM
1281
Virtue Capital Management
Tennessee
– -$210K -2,484 Closed
DLA
1282
Douglas Lane & Associates
New York
– -$208K -2,468 Closed
MWP
1283
Meridian Wealth Partners
Pennsylvania
– -$206K -2,436 Closed
CSP
1284
Cary Street Partners
Virginia
– -$205K -2,421 Closed
PCM
1285
Pennsylvania Capital Management
Pennsylvania
– -$204K -2,410 Closed
AFG
1286
Atomi Financial Group
New York
– -$202K -2,393 Closed
UCI
1287
Uncommon Cents Investing
Wisconsin
– -$202K -2,390 Closed
SPWG
1288
Sage Private Wealth Group
Illinois
– -$201K -2,384 Closed
NAS
1289
Nicolet Advisory Services
Wisconsin
– -$201K -2,381 Closed
SFP
1290
Shepherd Financial Partners
Massachusetts
– -$201K -2,375 Closed
HI
1291
Human Investing
Oregon
– -$99.4K -1,176 Closed
PMFA
1292
Plante Moran Financial Advisors
Michigan
– -$75.1K -889 Closed
CBT
1293
CoreFirst Bank & Trust
Kansas
– -$73K -864 Closed
IIM
1294
Intact Investment Management
Quebec, Canada
– -$67.6K -800 Closed
VHAM
1295
Van Hulzen Asset Management
California
– -$59.1K -700 Closed
FLP
1296
Financial Life Planners
Arizona
– -$56.5K -668 Closed
Optiver Holding
1297
Optiver Holding
Netherlands
– -$50.4K -596 Closed
KI
1298
Kapitalo Investimentos
Brazil
– -$36.2K -429 Closed
WWA
1299
Wingate Wealth Advisors
Massachusetts
– -$35.4K -419 Closed
KFP
1300
Keener Financial Planning
Texas
– -$28K -332 Closed
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