Who owns Public Service Enterprise Group (PEG)
Which tracked institutional funds hold PEG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PEG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
219 tracked funds added or opened PEG while 187 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PEG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PEG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1233 tracked filers holding PEG, 642 increased or opened the position and 562 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PEG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 30
- Point72 Asset Management, L.P.$78M
- Life Cycle Investment Partners Ltd$38M
- Aware Super Pty Ltd as trustee of Aware Super$36M
- Nykredit A/S$18M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$9M
- Jupiter Topco LLC$8M
Full exits 73
- Amundi$187M
- COHEN & STEERS, INC.$67M
- SG Americas Securities, LLC$41M
- CANADA LIFE ASSURANCE Co$40M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$36M
- OLD REPUBLIC INTERNATIONAL CORP$32M
Largest adds
- BlackRock, Inc.$803M
- CITADEL ADVISORS LLC$278M
- AQR CAPITAL MANAGEMENT LLC$189M
- ATLAS Infrastructure Partners (UK) Ltd.$173M
- Caisse de depot et placement du Quebec$90M
- NORGES BANK$88M
Largest trims
- Capital World Investors$286M
- Clearbridge Investments, LLC$195M
- AMERIPRISE FINANCIAL INC$140M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$81M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$81M
- JENNISON ASSOCIATES LLC$71M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 53,801,998 | $4.4B | 15.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 32,546,782 | $2.6B | 9.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 30,386,398 | $2.5B | 8.9% | 2026-Q2 |
| STATE STREET CORP added | 29,481,434 | $2.4B | 8.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 14,876,783 | $1.2B | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 13,217,077 | $1.1B | 3.9% | 2026-Q2 |
| Capital Research Global Investors added | 10,718,961 | $870M | 3.1% | 2026-Q2 |
| MORGAN STANLEY added | 7,653,655 | $621M | 2.2% | 2026-Q2 |
| Invesco Ltd. added | 7,567,343 | $614M | 2.2% | 2026-Q2 |
| Legal & General Group Plc added | 6,838,275 | $555M | 2.0% | 2026-Q2 |
| NORGES BANK added | 6,520,199 | $529M | 1.9% | 2026-Q2 |
| ATLAS Infrastructure Partners (UK) Ltd. added | 6,163,358 | $500M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 5,099,438 | $414M | 1.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,600,110 | $373M | 1.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,442,143 | $361M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 4,428,016 | $359M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 4,296,529 | $349M | 1.3% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 3,901,675 | $317M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,339,147 | $271M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 3,119,238 | $253M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,023,973 | $245M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,862,071 | $232M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 2,798,166 | $227M | 0.8% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 2,757,361 | $224M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,730,808 | $222M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,655,436 | $219M | 0.8% | 2026-Q2 |
| Hamlin Capital Management, LLC trimmed | 2,246,234 | $182M | 0.7% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 2,126,100 | $173M | 0.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,031,936 | $165M | 0.6% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 1,791,540 | $147M | 0.5% | 2026-Q2 |
| Capital World Investors trimmed | 1,750,000 | $142M | 0.5% | 2026-Q2 |
| AVIVA PLC trimmed | 1,749,802 | $142M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,734,562 | $141M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,672,030 | $136M | 0.5% | 2026-Q2 |
| UBS Group AG added | 1,560,565 | $127M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,557,206 | $126M | 0.5% | 2026-Q2 |
| California Public Employees Retirement System added | 1,488,448 | $121M | 0.4% | 2026-Q2 |
| Energy Income Partners, LLC added | 1,432,413 | $116M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 1,406,700 | $114M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,390,871 | $113M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,387,002 | $113M | 0.4% | 2026-Q2 |
| Railway Pension Investments Ltd trimmed | 1,360,650 | $110M | 0.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,343,350 | $109M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,284,679 | $104M | 0.4% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,242,563 | $101M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,223,066 | $99M | 0.4% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 1,199,814 | $97M | 0.4% | 2026-Q2 |
| Aberdeen Group plc added | 1,186,493 | $96M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,172,859 | $95M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,166,158 | $95M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,102,743 | $89M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,077,434 | $87M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,056,979 | $86M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,049,989 | $85M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 1,045,176 | $85M | 0.3% | 2026-Q2 |
| Sound Shore Management Inc /CT/ trimmed | 969,513 | $79M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 966,343 | $78M | 0.3% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 869,748 | $71M | 0.3% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 864,903 | $70M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 862,545 | $70M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 849,226 | $69M | 0.2% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 810,985 | $66M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 800,416 | $65M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 799,406 | $65M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 777,398 | $63M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 756,485 | $61M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 739,111 | $60M | 0.2% | 2026-Q2 |
| National Pension Service added | 732,199 | $59M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 721,300 | $59M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 718,823 | $58M | 0.2% | 2026-Q2 |
| FMR LLC added | 710,714 | $58M | 0.2% | 2026-Q2 |
| Yaupon Capital Management LP added | 706,023 | $57M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 692,910 | $56M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 689,319 | $56M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 670,293 | $54M | 0.2% | 2026-Q2 |
| Swedbank AB added | 666,584 | $54M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 657,658 | $53M | 0.2% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 651,213 | $53M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 640,908 | $52M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 635,234 | $52M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 620,659 | $50M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 617,337 | $50M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 600,500 | $49M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 585,572 | $48M | 0.2% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. trimmed | 582,755 | $47M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK added | 576,647 | $47M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 574,368 | $47M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 552,523 | $45M | 0.2% | 2026-Q2 |
| Magellan Asset Management Ltd added | 548,309 | $45M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 547,694 | $44M | 0.2% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed | 539,639 | $44M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 518,442 | $42M | 0.2% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 498,278 | $40M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 490,914 | $40M | 0.1% | 2026-Q2 |
| AMF Tjanstepension AB | 470,925 | $38M | 0.1% | 2026-Q2 |
| Life Cycle Investment Partners Ltd new | 467,036 | $38M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 457,776 | $37M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 448,270 | $36M | 0.1% | 2026-Q2 |
| Aware Super Pty Ltd as trustee of Aware Super added | 443,443 | $36M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 424,868 | $34M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.