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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 53,801,998 | $4.4B | 13.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 32,424,594 | $2.6B | 7.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 30,252,193 | $2.4B | 7.3% | 2026-Q1 |
| STATE STREET CORP added | 29,481,434 | $2.4B | 7.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 14,249,114 | $1.2B | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 13,072,014 | $1.1B | 3.1% | 2026-Q1 |
| Capital Research Global Investors added | 10,718,961 | $870M | 2.6% | 2026-Q2 |
| Invesco Ltd. added | 7,567,343 | $614M | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,862,705 | $556M | 1.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 6,704,118 | $543M | 1.6% | 2026-Q1 |
| NORGES BANK added | 6,520,199 | $529M | 1.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,609,676 | $454M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,032,960 | $407M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,760,674 | $385M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 4,428,016 | $359M | 1.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,429,692 | $359M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 4,342,766 | $352M | 1.0% | 2026-Q1 |
| ATLAS Infrastructure Partners (UK) Ltd. added | 4,042,558 | $327M | 1.0% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 3,693,447 | $299M | 0.9% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 3,598,385 | $291M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,307,487 | $268M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 3,049,375 | $247M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,893,632 | $236M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,862,071 | $232M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,835,345 | $230M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,809,709 | $227M | 0.7% | 2026-Q1 |
| Clearbridge Investments, LLC added | 2,438,221 | $197M | 0.6% | 2026-Q1 |
| Amundi trimmed | 2,308,485 | $187M | 0.6% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 2,270,870 | $184M | 0.5% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 2,201,156 | $178M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,120,548 | $172M | 0.5% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 1,887,583 | $153M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 1,862,537 | $151M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,859,362 | $151M | 0.4% | 2026-Q1 |
| AVIVA PLC added | 1,809,071 | $146M | 0.4% | 2026-Q1 |
| Capital World Investors trimmed | 1,750,000 | $142M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,740,457 | $140M | 0.4% | 2026-Q1 |
| Railway Pension Investments Ltd trimmed | 1,722,350 | $139M | 0.4% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 1,502,604 | $122M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 1,464,900 | $119M | 0.4% | 2026-Q1 |
| Energy Income Partners, LLC added | 1,418,606 | $115M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,406,067 | $114M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,321,667 | $107M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 1,280,693 | $104M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,280,513 | $104M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,269,111 | $103M | 0.3% | 2026-Q1 |
| 1832 Asset Management L.P. added | 1,240,639 | $100M | 0.3% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 1,179,584 | $95M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 1,176,951 | $95M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,173,304 | $95M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,139,842 | $92M | 0.3% | 2026-Q1 |
| Aberdeen Group plc trimmed | 1,100,690 | $89M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,052,709 | $85M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,051,603 | $85M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,046,965 | $85M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,034,049 | $84M | 0.2% | 2026-Q1 |
| SOUND SHORE MANAGEMENT INC /CT/ trimmed | 984,658 | $80M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 966,343 | $78M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 941,071 | $76M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 930,911 | $75M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 868,713 | $70M | 0.2% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 860,255 | $70M | 0.2% | 2026-Q1 |
| ASSETMARK, INC trimmed | 837,767 | $68M | 0.2% | 2026-Q1 |
| COHEN & STEERS, INC. | 828,787 | $67M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 805,165 | $65M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 804,615 | $65M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 799,997 | $65M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 764,992 | $62M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 756,629 | $61M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 744,229 | $61M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 736,238 | $60M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 721,300 | $59M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 720,815 | $58M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 720,682 | $58M | 0.2% | 2026-Q1 |
| FMR LLC added | 710,714 | $58M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 712,301 | $58M | 0.2% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 701,304 | $57M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 690,860 | $56M | 0.2% | 2026-Q1 |
| Yaupon Capital Management LP added | 665,768 | $54M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 665,468 | $54M | 0.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 644,792 | $52M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 636,413 | $52M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 641,381 | $52M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 634,433 | $51M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 632,115 | $51M | 0.2% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. added | 607,892 | $49M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 600,500 | $49M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 576,084 | $47M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S added | 549,094 | $44M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 548,617 | $44M | 0.1% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 543,691 | $44M | 0.1% | 2026-Q1 |
| Swedbank AB added | 542,570 | $44M | 0.1% | 2026-Q1 |
| Magellan Asset Management Ltd added | 523,529 | $42M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 518,442 | $42M | 0.1% | 2026-Q2 |
| SG Americas Securities, LLC trimmed | 505,229 | $41M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 490,914 | $40M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 67,498,821 | $5.4B | 16.1% | 2025-Q4 stale |
| ClearBridge Investments Ltd added | 2,069,913 | $174M | 0.5% | 2025-Q2 stale |
| JARISLOWSKY, FRASER Ltd added | 1,025,305 | $86M | 0.3% | 2025-Q3 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 907,750 | $73M | 0.2% | 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.
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.