Institutional Ownership Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG). We have compiled data on the 1,258 institutions that hold shares in the stock, with a total of 364 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merewether Investment Management, LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,400
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 98.45%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
13,195
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,182
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,124
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2022
Reduced 27.1%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
13,110
shares
|
$1.21 Million
0.31% of portfolio
|
Q3 2024
Added 77.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
13,096
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,086
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
13,012
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
13,002
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.79%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
12,966
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
12,956
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
12,909
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,856
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,792
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
12,717
shares
|
$1.18 Million
0.42% of portfolio
|
Q2 2024
Added 24.14%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
12,524
shares
|
$1.16 Million
0.3% of portfolio
|
Q2 2024
Added 56.55%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
12,518
shares
|
$1.16 Million
0.62% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,386
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,275
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,145
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
12,113
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 45.1%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
12,070
shares
|
$1.12 Million
0.49% of portfolio
|
Q2 2024
Added 54.98%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,051
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
11,944
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.92%
|