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 1,369 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
12,579
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
12,518
shares
|
$1 Million
0.5% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
12,363
shares
|
$988,916
0.02% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
12,201
shares
|
$975,957
0.31% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,145
shares
|
$971,478
0.12% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
12,083
shares
|
$966,519
0.27% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
12,046
shares
|
$963,559
0.01% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
12,042
shares
|
$963,239
0.43% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
12,024
shares
|
$961,799
0.01% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
11,899
shares
|
$951,801
0.01% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,859
shares
|
$948,601
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
11,839
shares
|
$947,001
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
11,832
shares
|
$946,441
0.02% of portfolio
|
Q2 2025
Added 249.96%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
11,760
shares
|
$940,682
0.31% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
11,710
shares
|
$936,682
0.13% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
11,709
shares
|
$936,602
1.35% of portfolio
|
Q3 2022
Reduced 55.1%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
11,691
shares
|
$935,163
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
11,643
shares
|
$931,323
0.21% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
11,633
shares
|
$930,523
0.0% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
11,506
shares
|
$920,364
0.02% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
11,464
shares
|
$917,005
0.02% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
11,461
shares
|
$916,765
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
11,371
shares
|
$909,566
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
11,329
shares
|
$906,206
0.0% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
11,266
shares
|
$901,167
0.36% of portfolio
|
Q4 2024
New holding
|