Public Service Enterprise Group Inc
PEG- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000788784
In the last 90 days, Public Service Enterprise Group Inc insiders filed 0 open-market purchases and 3 sales; 1,312 institutions reported holding it in 13F filings for Q2 2026, worth $31.3B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Public Service Enterprise Group Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,010
- +95 vs. Q3 2023
- Shares held
- 365.2M
- −1.91M (−0.5%) vs. Q3 2023
- Total value
- $22.3B
- +$1.42B (+6.8%) vs. Q3 2023
- New holders
- 154
- 363 more added
- Sold out
- 59
- 341 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,312 | $31.3B |
| Q1 2026 | 1,291 | $30.2B |
| Q4 2025 | 1,281 | $30.3B |
| Q3 2025 | 1,217 | $30.7B |
| Q2 2025 | 1,214 | $31.6B |
| Q1 2025 | 1,232 | $30.8B |
| Q4 2024 | 1,245 | $31.6B |
| Q3 2024 | 1,174 | $33.3B |
| Q2 2024 | 1,081 | $27.4B |
| Q1 2024 | 1,021 | $24.6B |
| Q4 2023 | 1,010 | $22.3B |
| Q3 2023 | 928 | $20.9B |
| Q2 2023 | 936 | $22.8B |
| Q1 2023 | 935 | $22.2B |
| Q4 2022 | 944 | $22.0B |
| Q3 2022 | 908 | $20.0B |
| Q2 2022 | 943 | $22.3B |
| Q1 2022 | 997 | $24.8B |
| Q4 2021 | 960 | $24.0B |
| Q3 2021 | 883 | $21.8B |
| Q2 2021 | 871 | $21.2B |
| Q1 2021 | 873 | $21.4B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Public Service Enterprise Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookstone Capital Management | 9,169 | $560.7K | 0.01% | +1,503+19.6% | Added |
| Smallwood Wealth Investment Management, LLC | 9,152 | $559.6K | 0.46% | +3,782+70.4% | Added |
| Ieq Capital, LLC | 9,084 | $555.5K | 0.01% | −463−4.8% | Reduced |
| Trust Point Inc. | 9,073 | $554.8K | 0.05% | +9,073 | New |
| TrinityPoint Wealth, LLC | 9,000 | $550.4K | 0.10% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 8,999 | $550.3K | 0.01% | −1,949−17.8% | Reduced |
| Sax Wealth Advisors, LLC | 8,943 | $546.9K | 0.09% | +477+5.6% | Added |
| Fortem Financial Group, LLC | 8,937 | $546.5K | 0.27% | −1,358−13.2% | Reduced |
| Horizon Investments, LLC | 8,936 | $546.4K | 0.02% | +2,174+32.2% | Added |
| Signature Wealth Management Partners, LLC | 8,894 | $543.9K | 0.48% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,890 | $543.6K | 0.04% | −4,565−33.9% | Reduced |
| HighPoint Advisor Group LLC | 8,188 | $535.0K | 0.04% | +8,188 | New |
| Aigen Investment Management, LP | 8,618 | $527.0K | 0.09% | +8,618 | New |
| Element Wealth, LLC | 8,576 | $524.4K | 0.33% | +20+0.2% | Added |
| Signaturefd, LLC | 8,495 | $519.4K | 0.01% | +187+2.3% | Added |
| IHT Wealth Management, LLC | 8,479 | $518.5K | 0.02% | −1,295−13.2% | Reduced |
| FineMark National Bank & Trust | 8,467 | $517.8K | 0.02% | −384−4.3% | Reduced |
| Merit Financial Group, LLC | 8,452 | $516.8K | 0.02% | +2,272+36.8% | Added |
| Prospera Financial Services Inc | 8,391 | $513.1K | 0.02% | +8,391 | New |
| Regions Financial Corp | 8,372 | $511.9K | 0.00% | −294−3.4% | Reduced |
| Wesbanco Bank Inc | 8,360 | $511.2K | 0.03% | −3,950−32.1% | Reduced |
| Gateway Investment Advisers LLC | 8,314 | $508.4K | 0.01% | +4,526+119.5% | Added |
| Umb Bank N A | 8,250 | $504.5K | 0.01% | −300−3.5% | Reduced |
| Custom Index Systems, LLC | 8,244 | $504.1K | 0.32% | +8,244 | New |
| Apollon Wealth Management, LLC | 8,192 | $500.9K | 0.02% | +1,265+18.3% | Added |
| Redwood Wealth Management Group, LLC | 8,158 | $498.9K | 0.55% | −113−1.4% | Reduced |
| Caldwell Trust Co | 8,022 | $490.5K | 0.06% | +125+1.6% | Added |
| Calton & Associates, Inc. | 7,991 | $488.6K | 0.20% | +7,991 | New |
| Wealth Quarterback LLC | 7,971 | $487.4K | 0.30% | +43+0.5% | Added |
| Independent Advisor Alliance | 7,920 | $484.3K | 0.02% | −27−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 8,482 | $483.0K | 0.01% | +534+6.7% | Added |
| Winton Group Ltd | 7,840 | $479.4K | 0.03% | +2,909+59.0% | Added |
| Tectonic Advisors LLC | 7,834 | $479.1K | 0.04% | +375+5.0% | Added |
| Grayhawk Investment Strategies Inc. | 7,824 | $478.4K | 0.25% | +7,824 | New |
| EagleClaw Capital Managment, LLC | 7,800 | $477.0K | 0.10% | −1,500−16.1% | Reduced |
| Checchi Capital Advisers, LLC | 7,795 | $476.7K | 0.04% | +613+8.5% | Added |
| Buckingham Strategic Wealth, LLC | 7,795 | $476.7K | 0.01% | +129+1.7% | Added |
| Able Wealth Management LLC | 7,781 | $475.8K | 0.43% | +7,781 | New |
| Fisher Asset Management, LLC | 7,773 | $475.3K | 0.00% | −200−2.5% | Reduced |
| Inceptionr LLC | 7,720 | $472.1K | 0.34% | −11,170−59.1% | Reduced |
| TD Private Client Wealth LLC | 7,664 | $468.7K | 0.02% | −57−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,654 | $468.0K | 0.04% | +7,654 | New |
| Krane Funds Advisors LLC | 7,635 | $466.9K | 0.02% | −710−8.5% | Reduced |
| Transcend Wealth Collective, LLC | 7,625 | $466.3K | 0.04% | −13−0.2% | Reduced |
| Twin Capital Management Inc | 7,606 | $465.1K | 0.06% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 8,134 | $462.9K | 0.04% | −600−6.9% | Reduced |
| Savant Capital, LLC | 7,558 | $462.2K | 0.01% | +19+0.3% | Added |
| SPC Financial, Inc. | 7,553 | $461.9K | 0.05% | 00.0% | Unchanged |
| Ossiam | 7,551 | $461.7K | 0.01% | −3,106−29.1% | Reduced |
| Man Group plc | 7,544 | $461.3K | 0.00% | – | – |
| Engineers Gate Manager LP | 7,514 | $459.5K | 0.01% | +7,514 | New |
| Perigon Wealth Management, LLC | 7,510 | $459.2K | 0.02% | +47+0.6% | Added |
| NorthStar Asset Management LLC | 7,467 | $456.6K | 0.42% | +7,467 | New |
| Meeder Advisory Services, Inc. | 7,457 | $456.0K | 0.05% | +1,305+21.2% | Added |
| My Legacy Advisors, LLC | 7,480 | $451.1K | 0.16% | +1,880+33.6% | Added |
| Stevens Capital Management LP | 7,343 | $449.0K | 0.11% | +7,343 | New |
| Gilbert & Cook, Inc. | 7,327 | $448.0K | 0.06% | +373+5.4% | Added |
| Csenge Advisory Group | 7,310 | $447.0K | 0.03% | +7,310 | New |
| Coldstream Capital Management Inc | 7,286 | $445.5K | 0.01% | +239+3.4% | Added |
| Fiduciary Trust Co | 7,253 | $443.5K | 0.01% | −159−2.1% | Reduced |
| Brown Advisory Inc | 7,231 | $442.2K | 0.00% | +843+13.2% | Added |
| Newman Dignan & Sheerar, Inc. | 7,153 | $437.4K | 0.13% | +649+10.0% | Added |
| Ambassador Advisors, LLC | 7,513 | $437.3K | 0.10% | −6,576−46.7% | Reduced |
| Columbia Trust Co 01012016 | 7,141 | $436.7K | 0.20% | +1,031+16.9% | Added |
| Burford Brothers, Inc. | 7,095 | $433.9K | 0.31% | +7,095 | New |
| Mount Yale Investment Advisors, LLC | 7,082 | $433.1K | 0.04% | +90+1.3% | Added |
| Key Financial Inc | 7,065 | $432.0K | 0.12% | +4,611+187.9% | Added |
| NEOS Investment Management LLC | 7,063 | $431.9K | 0.04% | +1,855+35.6% | Added |
| Arrowstreet Capital, Limited Partnership | 7,052 | $431.0K | 0.00% | +7,052 | New |
| Fiduciary Planning LLC | 6,982 | $427.0K | 0.18% | +6,982 | New |
| Wealth Alliance | 6,962 | $425.7K | 0.06% | −38−0.5% | Reduced |
| Citadel Advisors LLC | 6,889 | $421.3K | 0.00% | −14,990−68.5% | Reduced |
| Trust Co of Vermont | 6,871 | $420.2K | 0.03% | −1,389−16.8% | Reduced |
| Northstar Group, Inc. | 6,797 | $415.6K | 0.09% | −149−2.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,783 | $414.8K | 0.01% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 6,739 | $412.1K | 0.34% | 00.0% | Unchanged |
| Mosley Wealth Management | 6,734 | $411.8K | 0.41% | +6,734 | New |
| St Germain D J Co Inc | 6,720 | $410.9K | 0.02% | 00.0% | Unchanged |
| Center For Asset Management LLC | 6,717 | $410.7K | 0.37% | −312−4.4% | Reduced |
| Modera Wealth Management, LLC | 6,711 | $410.4K | 0.01% | +64+1.0% | Added |
| Legacy Edge Advisors, LLC | 6,705 | $410.0K | 0.09% | +6,705 | New |
| NorthCrest Asset Manangement, LLC | 6,700 | $409.7K | 0.02% | −73−1.1% | Reduced |
| Virtue Capital Management, LLC | 6,662 | $409.5K | 0.08% | −336−4.8% | Reduced |
| First American Trust, FSB | 6,587 | $402.8K | 0.05% | +80+1.2% | Added |
| Steel Peak Wealth Management LLC | 6,564 | $401.4K | 0.02% | −2,200−25.1% | Reduced |
| Centennial Wealth Advisory LLC | 6,511 | $398.1K | 0.20% | +944+17.0% | Added |
| NBC Securities, Inc. | 6,494 | $397.0K | 0.04% | +353+5.7% | Added |
| MAI Capital Management | 6,488 | $396.8K | 0.01% | −480−6.9% | Reduced |
| Baystate Wealth Management LLC | 6,481 | $396.3K | 0.03% | +8+0.1% | Added |
| Apella Capital, LLC | 6,404 | $395.7K | 0.02% | +31+0.5% | Added |
| Dividend Assets Capital, LLC | 6,420 | $393.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 6,366 | $389.3K | 0.10% | +300+4.9% | Added |
| Argyle Capital Management Inc. | 6,350 | $388.3K | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,328 | $387.0K | 0.06% | −93−1.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,317 | $386.3K | 0.50% | +6,317 | New |
| LVW Advisors, LLC | 6,310 | $385.9K | 0.07% | +6,310 | New |
| Leavell Investment Management, Inc. | 6,291 | $385.0K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,233 | $381.1K | 0.06% | −287−4.4% | Reduced |
| Glassman Wealth Services | 6,176 | $377.7K | 0.05% | +20.0% | Added |
| Williams Jones Wealth Management, LLC. | 6,134 | $375.1K | 0.01% | −270−4.2% | Reduced |