Question 1

What percentage of PEG is owned by institutions?

Accepted Answer

Based on Q1 2026 13F filings, institutional ownership of Public Service Enterprise Group Incorporated stands at 73.2%, held across 1,261 reporting institutions.

Question 2

Who is the largest institutional holder of PEG?

Accepted Answer

BlackRock, Inc. is the largest reported institutional holder of PEG, with approximately 51,898,594 shares worth $4.20B as of Q1 2026.

Question 3

Is PEG a hedge fund favorite?

Accepted Answer

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PEG.

Question 4

What is PEG's Smart Money Score?

Accepted Answer

Our composite Smart Money Score for PEG is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

Question 5

How many institutions bought PEG this quarter?

Accepted Answer

151 institutions opened new positions in PEG during Q1 2026, while 136 fully exited. 740 added to existing positions and 360 trimmed.

Question 6

How is institutional ownership of PEG changing?

Accepted Answer

PEG institutional ownership fell by 0.67 percentage points quarter-over-quarter, with a net change of +15 holders.

Question 7

How concentrated is PEG ownership among the top holders?

Accepted Answer

The top 10 institutions account for 56.3% of all reported 13F value in PEG, and the top 25 account for 71.9%.

Question 8

Where does this PEG institutional ownership data come from?

Accepted Answer

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	BlackRock, Inc.	51.9M	$4.20B	+4.7%	10.406%	0.07%
2	VANGUARD CAPITAL MANAGEMENT LLC	32.4M	$2.62B	—	6.501%	0.07%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	30.3M	$2.45B	—	6.066%	0.13%
4	STATE STREET CORP	29.1M	$2.35B	+2.5%	5.831%	0.08%
5	BANK OF AMERICA CORP /DE/	14.2M	$1.15B	-16.8%	2.857%	0.08%
6	GEODE CAPITAL MANAGEMENT, LLC	13.1M	$1.05B	+2.4%	2.621%	0.07%
7	Capital Research Global Investors	10.6M	$855.7M	+38.6%	2.119%	0.13%
8	Invesco Ltd.	7.3M	$590.0M	+16.8%	1.461%	0.09%
9	MORGAN STANLEY	6.9M	$555.5M	-2.2%	1.376%	0.03%
10	Legal & General Group Plc	6.7M	$542.7M	-3.5%	1.344%	0.13%
11	UBS ASSET MANAGEMENT AMERICAS INC	5.6M	$454.1M	+22.9%	1.125%	0.09%
12	Capital World Investors	5.3M	$427.9M	+0.2%	1.060%	0.06%
13	NORTHERN TRUST CORP	5.0M	$407.4M	+1.7%	1.009%	0.05%
14	AMERIPRISE FINANCIAL INC	4.8M	$385.4M	-3.5%	0.955%	0.09%
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	4.4M	$358.6M	-1.8%	0.888%	0.12%
16	GOLDMAN SACHS GROUP INC	4.3M	$351.5M	-13.1%	0.871%	0.04%
17	ATLAS Infrastructure Partners (UK) Ltd.	4.0M	$327.2M	+38.7%	0.811%	11.52%
18	Pictet Asset Management Holding SA	3.6M	$291.3M	+28.0%	0.722%	0.31%
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.3M	$267.7M	+2.7%	0.663%	0.04%
20	FRANKLIN RESOURCES INC	3.0M	$246.8M	+26.7%	0.611%	0.06%
21	Bank of New York Mellon Corp	2.8M	$229.5M	-0.5%	0.569%	0.04%
22	VANGUARD FIDUCIARY TRUST CO	2.8M	$227.4M	—	0.563%	0.06%
23	Clearbridge Investments, LLC	2.4M	$197.4M	+3.9%	0.489%	0.17%
24	Amundi	2.3M	$186.9M	-4.3%	0.463%	0.05%
25	Hamlin Capital Management, LLC	2.3M	$183.8M	-0.7%	0.455%	4.44%

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	1,261	+1.2%	73.22%	0.67 pp	$29.10B	0.9%
Q4 2025	1,246	+5.6%	73.89%	1.07 pp	$29.37B	1.4%
Q3 2025	1,180	0.9%	74.96%	2.10 pp	$29.80B	2.7%
Q2 2025	1,191	0.8%	77.06%	+3.07 pp	$30.63B	+4.1%
Q1 2025	1,201	0.1%	73.99%	2.73 pp	$29.41B	3.6%
Q4 2024	1,202	+6.4%	76.72%	2.92 pp	$30.50B	3.7%
Q3 2024	1,130	+8.2%	79.64%	+2.25 pp	$31.66B	+2.9%
Q2 2024	1,044	—	77.39%	—	$30.76B	—

Public Service Enterprise Group Incorporated (PEG) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of PEG

Quarterly Institutional Activity

PEG Institutional Ownership by Quarter

PEG — Frequently Asked Questions