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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,276
Institutional holders
370M
Shares held (tracked funds)
74.2%
Of shares outstanding

How the tape is positioned

216 tracked funds added or opened PEG while 183 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 1276 tracked filers holding PEG, 616 increased or opened the position and 555 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 39

  • VANGUARD CAPITAL MANAGEMENT LLC$2.6B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B
  • VANGUARD FIDUCIARY TRUST CO$227M
  • Vanguard Global Advisers, LLC$95M
  • VANGUARD ASSET MANAGEMENT, Ltd$75M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$52M

Full exits 50

  • VANGUARD GROUP INC$5.4B
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$73M
  • VIRGINIA RETIREMENT SYSTEMS ET Al$30M
  • Verition Fund Management LLC$30M
  • Brandywine Global Investment Management, LLC$28M
  • Verbena Value LP$17M

Largest adds

  • Capital Research Global Investors$243M
  • ATLAS Infrastructure Partners (UK) Ltd.$93M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$87M
  • VAN ECK ASSOCIATES CORP$82M
  • Invesco Ltd.$80M
  • STATE STREET CORP$77M

Largest trims

  • BlackRock, Inc.$418M
  • JPMORGAN CHASE & CO$305M
  • BANK OF AMERICA CORP /DE/$222M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$131M
  • NORGES BANK$111M
  • VOYA INVESTMENT MANAGEMENT LLC$90M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added53,801,998$4.4B13.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new32,424,594$2.6B7.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new30,252,193$2.4B7.3%2026-Q1
STATE STREET CORP added29,481,434$2.4B7.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed14,249,114$1.2B3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added13,072,014$1.1B3.1%2026-Q1
Capital Research Global Investors added10,718,961$870M2.6%2026-Q2
Invesco Ltd. added7,567,343$614M1.8%2026-Q2
MORGAN STANLEY trimmed6,862,705$556M1.7%2026-Q1
Legal & General Group Plc trimmed6,704,118$543M1.6%2026-Q1
NORGES BANK added6,520,199$529M1.6%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added5,609,676$454M1.4%2026-Q1
NORTHERN TRUST CORP added5,032,960$407M1.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed4,760,674$385M1.1%2026-Q1
CITADEL ADVISORS LLC added4,428,016$359M1.1%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed4,429,692$359M1.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed4,342,766$352M1.0%2026-Q1
ATLAS Infrastructure Partners (UK) Ltd. added4,042,558$327M1.0%2026-Q1
VAN ECK ASSOCIATES CORP added3,693,447$299M0.9%2026-Q1
Pictet Asset Management Holding SA added3,598,385$291M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,307,487$268M0.8%2026-Q1
FRANKLIN RESOURCES INC added3,049,375$247M0.7%2026-Q1
JPMORGAN CHASE & CO trimmed2,893,632$236M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added2,862,071$232M0.7%2026-Q2
Bank of New York Mellon Corp trimmed2,835,345$230M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new2,809,709$227M0.7%2026-Q1
Clearbridge Investments, LLC added2,438,221$197M0.6%2026-Q1
Amundi trimmed2,308,485$187M0.6%2026-Q1
Hamlin Capital Management, LLC trimmed2,270,870$184M0.5%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added2,201,156$178M0.5%2026-Q1
ROYAL BANK OF CANADA trimmed2,120,548$172M0.5%2026-Q1
Mitsubishi UFJ Trust & Banking Corp added1,887,583$153M0.5%2026-Q1
BARCLAYS PLC added1,862,537$151M0.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,859,362$151M0.4%2026-Q1
AVIVA PLC added1,809,071$146M0.4%2026-Q1
Capital World Investors trimmed1,750,000$142M0.4%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB trimmed1,740,457$140M0.4%2026-Q1
Railway Pension Investments Ltd trimmed1,722,350$139M0.4%2026-Q1
JENNISON ASSOCIATES LLC trimmed1,502,604$122M0.4%2026-Q1
Swiss National Bank added1,464,900$119M0.4%2026-Q1
Energy Income Partners, LLC added1,418,606$115M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,406,067$114M0.3%2026-Q1
HSBC HOLDINGS PLC trimmed1,321,667$107M0.3%2026-Q1
UBS Group AG trimmed1,280,693$104M0.3%2026-Q1
DEUTSCHE BANK AG\ trimmed1,280,513$104M0.3%2026-Q1
California Public Employees Retirement System trimmed1,269,111$103M0.3%2026-Q1
1832 Asset Management L.P. added1,240,639$100M0.3%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO added1,179,584$95M0.3%2026-Q1
LPL Financial LLC added1,176,951$95M0.3%2026-Q1
Vanguard Global Advisers, LLC new1,173,304$95M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,139,842$92M0.3%2026-Q1
Aberdeen Group plc trimmed1,100,690$89M0.3%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added1,052,709$85M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed1,051,603$85M0.3%2026-Q1
Russell Investments Group, Ltd. added1,046,965$85M0.3%2026-Q1
Nuveen, LLC trimmed1,034,049$84M0.2%2026-Q1
SOUND SHORE MANAGEMENT INC /CT/ trimmed984,658$80M0.2%2026-Q1
Point72 Asset Management, L.P. added966,343$78M0.2%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed941,071$76M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new930,911$75M0.2%2026-Q1
RHUMBLINE ADVISERS added868,713$70M0.2%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD trimmed860,255$70M0.2%2026-Q1
ASSETMARK, INC trimmed837,767$68M0.2%2026-Q1
COHEN & STEERS, INC.828,787$67M0.2%2026-Q1
Qube Research & Technologies Ltd added805,165$65M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed804,615$65M0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed799,997$65M0.2%2026-Q1
FIRST TRUST ADVISORS LP trimmed764,992$62M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added756,629$61M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed744,229$61M0.2%2026-Q1
TD Asset Management Inc added736,238$60M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added721,300$59M0.2%2026-Q2
JANE STREET GROUP, LLC added720,815$58M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added720,682$58M0.2%2026-Q1
FMR LLC added710,714$58M0.2%2026-Q2
National Pension Service trimmed712,301$58M0.2%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC added701,304$57M0.2%2026-Q1
ZACKS INVESTMENT MANAGEMENT added690,860$56M0.2%2026-Q1
Yaupon Capital Management LP added665,768$54M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed665,468$54M0.2%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed644,792$52M0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added636,413$52M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed641,381$52M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed634,433$51M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed632,115$51M0.2%2026-Q1
Eurizon Capital SGR S.p.A. added607,892$49M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added600,500$49M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed576,084$47M0.1%2026-Q1
DANSKE BANK A/S added549,094$44M0.1%2026-Q1
Man Group plc trimmed548,617$44M0.1%2026-Q1
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added543,691$44M0.1%2026-Q1
Swedbank AB added542,570$44M0.1%2026-Q1
Magellan Asset Management Ltd added523,529$42M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added518,442$42M0.1%2026-Q2
SG Americas Securities, LLC trimmed505,229$41M0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed490,914$40M0.1%2026-Q2
VANGUARD GROUP INC added67,498,821$5.4B16.1%2025-Q4 stale
ClearBridge Investments Ltd added2,069,913$174M0.5%2025-Q2 stale
JARISLOWSKY, FRASER Ltd added1,025,305$86M0.3%2025-Q3 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. added907,750$73M0.2%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership