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 4 sales; 1,312 institutions reported holding it in 13F filings for Q2 2026, worth $31.3B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Public Service Enterprise Group Inc as of Mar 31, 2024. 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
- 1,021
- +24 vs. Q4 2023
- Shares held
- 368.3M
- +3.28M (+0.9%) vs. Q4 2023
- Total value
- $24.6B
- +$2.27B (+10.2%) vs. Q4 2023
- New holders
- 106
- 367 more added
- Sold out
- 82
- 375 more reduced
13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Public Service Enterprise Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 5 | $334 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $534 | 0.00% | +1+14.3% | Added |
| Sofos Investments, Inc. | 10 | $647 | 0.00% | +10 | New |
| Sachetta, LLC | 12 | $734 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $935 | 0.00% | +7+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 18 | $1.20K | 0.00% | −73−80.2% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $1.34K | 0.00% | +20 | New |
| Main Street Group, LTD | 23 | $1.52K | 0.00% | +1+4.5% | Added |
| Core Alternative Capital | 23 | $1.54K | 0.00% | −179−88.6% | Reduced |
| Valued Wealth Advisors LLC | 24 | $1.60K | 0.00% | −1−4.0% | Reduced |
| AdvisorNet Financial, Inc | 27 | $1.80K | 0.00% | −75−73.5% | Reduced |
| Westend Capital Management, LLC | 27 | $1.80K | 0.00% | +27 | New |
| Penserra Capital Management LLC | 42 | $2.00K | 0.00% | −2,265−98.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 31 | $2.07K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.20K | 0.00% | −4−10.8% | Reduced |
| Pineridge Advisors LLC | 37 | $2.45K | 0.00% | +1+2.8% | Added |
| Dunhill Financial, LLC | 38 | $2.52K | 0.00% | +6+18.8% | Added |
| Cassady Schiller Wealth Management, LLC | 39 | $2.60K | 0.00% | −567−93.6% | Reduced |
| Creekmur Asset Management LLC | 39 | $2.61K | 0.00% | +39 | New |
| Red Tortoise LLC | 43 | $2.87K | 0.00% | −56−56.6% | Reduced |
| WR Wealth Planners, LLC | 47 | $3.14K | 0.00% | +47 | New |
| Colonial Trust Co | 48 | $3.20K | 0.00% | −39−44.8% | Reduced |
| Provenance Wealth Advisors, LLC | 50 | $3.34K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $3.37K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 53 | $3.54K | 0.00% | −52−49.5% | Reduced |
| Chesapeake Asset Management LLC | 54 | $3.61K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 55 | $3.67K | 0.00% | +25+83.3% | Added |
| DT Investment Partners, LLC | 57 | $3.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $3.87K | 0.00% | −11−15.9% | Reduced |
| Raffa Wealth Management, LLC | 58 | $3.87K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 60 | $4.01K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $4.01K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 65 | $4.33K | 0.00% | +65 | New |
| Eagle Bay Advisors LLC | 68 | $4.54K | 0.00% | +68 | New |
| Abound Wealth Management | 68 | $4.56K | 0.00% | −7−9.3% | Reduced |
| Avion Wealth | 69 | $5.00K | 0.00% | +9+15.0% | Added |
| Coston, McIsaac & Partners | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 79 | $5.14K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 95 | $6.34K | 0.00% | +95 | New |
| Pingora Partners LLC | 95 | $6.34K | 0.00% | +95 | New |
| Atlantic Trust, LLC | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 108 | $7.22K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 112 | $7.48K | 0.00% | +112 | New |
| Bell Investment Advisors, Inc | 114 | $7.61K | 0.00% | −39−25.5% | Reduced |
| Pinnacle Bancorp, Inc. | 121 | $8.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 137 | $9.15K | 0.01% | −87−38.8% | Reduced |
| Adirondack Trust Co | 155 | $10.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 168 | $11.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 169 | $11.3K | 0.00% | +169 | New |
| Ancora Advisors, LLC | 176 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 174 | $12.0K | 0.00% | −180−50.8% | Reduced |
| Aspire Private Capital, LLC | 189 | $12.6K | 0.00% | +1+0.5% | Added |
| Loomis Sayles & Co L P | 198 | $13.0K | 0.00% | −397−66.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 195 | $13.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 201 | $13.4K | 0.00% | −484−70.7% | Reduced |
| Financial Perspectives, Inc | 209 | $14.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 209 | $14.1K | 0.00% | +5+2.5% | Added |
| REAP Financial Group, LLC | 218 | $14.6K | 0.00% | −1,075−83.1% | Reduced |
| Park Place Capital Corp | 222 | $14.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 230 | $15.4K | 0.00% | −100−30.3% | Reduced |
| Zions Bancorporation, N.A. | 238 | $15.9K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 250 | $16.7K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 250 | $16.7K | 0.01% | +30+13.6% | Added |
| Rise Advisors, LLC | 274 | $18.3K | 0.01% | +274 | New |
| Operose Advisors LLC | 276 | $18.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 289 | $19.3K | 0.00% | +2+0.7% | Added |
| Sunbelt Securities, Inc. | 297 | $19.9K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 291 | $20.0K | 0.00% | −1,077−78.7% | Reduced |
| Concord Wealth Partners | 300 | $20.0K | 0.00% | −100−25.0% | Reduced |
| Pacific Center for Financial Services | 314 | $21.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 314 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 313 | $21.0K | 0.01% | −153−32.8% | Reduced |
| VitalStone Financial, LLC | 307 | $21.0K | 0.02% | 00.0% | Unchanged |
| Syntax Research, Inc. | 315 | $21.0K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 318 | $21.2K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 331 | $22.1K | 0.00% | +325+5,416.7% | Added |
| Washington Trust Co | 338 | $22.6K | 0.00% | −149−30.6% | Reduced |
| Keener Financial Planning LLC | 332 | $23.0K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 388 | $25.9K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 400 | $26.7K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $26.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 418 | $27.9K | 0.02% | +2+0.5% | Added |
| Riggs Asset Managment Co. Inc. | 424 | $28.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 430 | $28.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 434 | $29.0K | 0.01% | −608−58.3% | Reduced |
| Boyd Watterson Asset Management LLC | 448 | $29.9K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 450 | $30.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 458 | $30.6K | 0.00% | −529−53.6% | Reduced |
| First Community Trust NA | 470 | $31.4K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 489 | $32.7K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $33.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $33.4K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 510 | $34.1K | 0.00% | +380+292.3% | Added |