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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.25B +$249M +2,986,646 +5%
BlackRock
2
BlackRock
New York
$4.61B -$49.3M -590,807 -1%
State Street
3
State Street
Massachusetts
$2.23B +$45.7M +548,004 +2%
Bank of America
4
Bank of America
North Carolina
$1.2B +$77.9M +933,744 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.14B -$46.8M -560,943 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.02B +$18.5M +221,389 +2%
Ameriprise
7
Ameriprise
Minnesota
$600M +$13.5M +162,261 +2%
Legal & General Group
8
Legal & General Group
United Kingdom
$569M +$34.4M +412,796 +6%
Morgan Stanley
9
Morgan Stanley
New York
$558M +$26.2M +314,588 +5%
Capital Research Global Investors
10
Capital Research Global Investors
California
$496M +$106M +1,267,050 +27%
Northern Trust
11
Northern Trust
Illinois
$446M -$32.4M -388,820 -7%
Norges Bank
12
Norges Bank
Norway
$441M +$7.65M +91,716 +2%
Capital World Investors
13
Capital World Investors
California
$431M +$309K +3,701 +0.1%
Invesco
14
Invesco
Georgia
$417M -$122M -1,460,115 -22%
UBS AM
15
UBS AM
Illinois
$395M +$67.3M +806,782 +20%
Raymond James Financial
16
Raymond James Financial
Florida
$385M +$19.2M +230,636 +5%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$301M +$336K +4,028 +0.1%
Goldman Sachs
18
Goldman Sachs
New York
$279M -$43.2M -517,790 -13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$261M -$6.36M -76,218 -2%
Charles Schwab
20
Charles Schwab
California
$252M +$2.64M +31,631 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$203M -$24.5M -293,901 -11%
HCM
22
Hamlin Capital Management
New York
$202M +$3.93M +47,098 +2%
Cohen & Steers
23
Cohen & Steers
New York
$198M -$11.4M -137,173 -5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$191M -$1.56M -18,747 -0.8%
Franklin Resources
25
Franklin Resources
California
$187M -$2.08M -24,898 -1%

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.