PUBLIC SVC ENTERPRISE GROUP (PEG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
41
Reporting holders
$174.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,271
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamlin Capital Management, LLC | $148.1M | 2,199,421 | 3.67% | 26q | -2.1%-$3.2M |
| TOMPKINS FINANCIAL CORP | $7.8M | 115,980 | 0.55% | 31q | -1.0%-$75.3K |
| Martin Capital Partners, LLC | $4.6M | 67,847 | 1.64% | 2q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $4.1M | 61,170 | 0.23% | 32q | +3.9%+$156.2K |
| Legacy Private Trust Co. | $1.5M | 21,845 | 0.08% | 32q | HELD |
| Farther Finance Advisors, LLC | $966.5K | 14,352 | 0.01% | 16q | +11.6%+$100.7K |
| MRA Advisory Group | $845.8K | 12,560 | 0.32% | 24q | HELD |
| GAMMA Investing LLC | $659.2K | 9,789 | 0.02% | 12q | +17.6%+$98.7K |
| Montecito Bank & Trust | $534.1K | 7,932 | 0.08% | 31q | -7.2%-$41.8K |
| ARMSTRONG ADVISORY GROUP, INC | $531.7K | 7,896 | 0.03% | 16q | HELD |
| Breakwater Capital Group | $496.2K | 7,368 | 0.06% | 16q | HELD |
| RIVERSEDGE ADVISORS, LLC | $493.8K | 7,333 | 0.06% | new | NEW |
| RTD Financial Advisors, Inc. | $480.1K | 7,130 | 0.05% | 12q | -4.5%-$22.6K |
| Wedmont Private Capital | $438.5K | 6,104 | 0.01% | 10q | +1.9%+$8.0K |
| Apella Capital, LLC | $432.4K | 6,027 | 0.01% | 13q | -11.4%-$55.5K |
| EASTERN BANK | $398.5K | 5,918 | 0.01% | 9q | +25.8%+$81.7K |
| Keystone Financial Planning, Inc. | $335.6K | 4,983 | 0.08% | 27q | HELD |
| Everhart Financial Group, Inc. | $313.3K | 4,653 | 0.02% | new | NEW |
| Versant Capital Management, Inc | $266.3K | 3,954 | 0.02% | 32q | +186.1%+$173.2K |
| Byrne Asset Management LLC | $251.2K | 3,700 | 0.14% | 20q | -4.3%-$11.4K |
| Rosenberg Matthew Hamilton | $244.1K | 3,625 | 0.04% | 24q | -2.4%-$6.1K |
| Cambridge Financial Group, LLC | $209.2K | 2,577 | 0.07% | 9q | HELD |
| Green Ridge Wealth Planning LLC | $201.2K | 2,988 | 0.08% | 4q | HELD |
| Hickory Point Bank & Trust | $185.3K | 2,752 | 0.11% | 8q | -1.4%-$2.7K |
| Grove Bank & Trust | $117.0K | 1,738 | 0.01% | 11q | +3.1%+$3.6K |
| MassMutual Private Wealth & Trust, FSB | $94.0K | 1,396 | 0.00% | 32q | -6.1%-$6.1K |
| Roxbury Financial LLC | $74.0K | 1,098 | 0.06% | 8q | +0.7% |
| CoreCap Advisors, LLC | $58.2K | 865 | 0.00% | 9q | -7.7%-$4.8K |
| Marquette Asset Management, LLC | $39.7K | 590 | 0.01% | 5q | +387.6%+$31.6K |
| TOTH FINANCIAL ADVISORY CORP | $37.7K | 560 | 0.00% | 32q | HELD |
| FIRST COMMUNITY TRUST NA | $32.9K | 488 | 0.01% | 20q | HELD |
| GoalVest Advisory LLC | $24.0K | 356 | 0.00% | 9q | +32.8%+$5.9K |
| ELEVATION WEALTH PARTNERS, LLC | $20.3K | 301 | 0.01% | 5q | -12.5%-$2.9K |
| Trust Co | $13.5K | 200 | 0.00% | 4q | HELD |
| Retirement Wealth Solutions LLC | $12.8K | 190 | 0.01% | 8q | +3.3% |
| AMERICAN NATIONAL BANK & TRUST | $11.1K | 165 | 0.00% | 4q | -28.9%-$4.5K |
| Bank & Trust Co | $9.5K | 141 | 0.01% | 10q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $4.0K | 60 | 0.00% | new | NEW |
| Planning Strategies Inc. | $3.9K | 58 | 0.00% | 2q | +346.2%+$3.0K |
| Davis Capital Management | $1.7K | 25 | 0.00% | 4q | +150.0%+$1.0K |
| Investors Research Corp | $539 | 8 | 0.00% | 3q | HELD |
| NEVILLE RODIE & SHAW INC | $288 | 4,284 | 0.02% | 26q | HELD |
| CX Institutional | $242 | 3,594 | 0.01% | 10q | -10.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Thigpen Richard T | SVP Corporate Citizenship | Sold | 8,000 | $596.5K |
| 2026-06-24 | Hanemann Kim C | President and COO - PSE&G | Sold | 3,035 | $248.9K |
| 2026-05-01 | LaRossa Ralph A | Chair, President and CEO | Sold | 2,083 | $169.2K |
| 2026-07-01 | LaRossa Ralph A | Chair, President and CEO | Sold | 2,083 | $167.7K |
| 2026-06-01 | LaRossa Ralph A | Chair, President and CEO | Sold | 2,083 | $160.4K |
| 2026-08-03 | LaRossa Ralph A | Chair, President and CEO | Sold | 2,083 | $159.3K |
| 2026-09-01 | LaRossa Ralph A | Chair, President and CEO | Sold | 2,083 | $153.0K |
| 2026-10-01 | LaRossa Ralph A | Chair, President and CEO | Sold | 2,083 | $140.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 41 | $174.9M | 2,596,143 | 3 | 13 | 12 | 0.0% |
| Q2 2026 | 1,312 | $34.7B | 425,858,929 | 118 | 498 | 358 | 0.3% |
| Q1 2026 | 1,285 | $30.8B | 379,397,332 | 111 | 431 | 387 | 0.3% |
| Q4 2025 | 1,286 | $30.6B | 378,897,090 | 99 | 407 | 400 | 0.6% |
| Q3 2025 | 1,226 | $31.7B | 377,067,895 | 99 | 427 | 333 | 0.8% |
| Q2 2025 | 1,227 | $32.1B | 378,204,343 | 93 | 417 | 380 | 0.8% |
| Q1 2025 | 1,241 | $31.1B | 375,254,723 | 89 | 416 | 385 | 0.9% |
| Q4 2024 | 1,255 | $31.9B | 374,354,916 | 86 | 410 | 359 | 0.8% |
| Q3 2024 | 1,181 | $35.1B | 390,552,440 | 152 | 351 | 358 | 0.8% |
| Q2 2024 | 1,090 | $29.5B | 397,263,713 | 148 | 368 | 311 | 0.6% |
| Q1 2024 | 1,030 | $27.3B | 405,824,907 | 104 | 340 | 351 | 0.8% |
| Q4 2023 | 1,012 | $24.6B | 401,059,283 | 100 | 320 | 323 | 0.3% |
| Q3 2023 | 934 | $21.0B | 367,713,747 | 87 | 290 | 300 | 0.2% |
| Q2 2023 | 942 | $22.9B | 364,620,549 | 57 | 298 | 307 | 0.5% |
| Q1 2023 | 940 | $22.6B | 361,401,809 | 77 | 324 | 277 | 0.4% |
| Q4 2022 | 947 | $22.5B | 365,830,663 | 83 | 286 | 297 | 0.5% |
| Q3 2022 | 908 | $20.1B | 355,720,116 | 59 | 320 | 270 | 0.5% |
| Q2 2022 | 947 | $22.4B | 353,010,517 | 66 | 294 | 312 | 0.5% |
| Q1 2022 | 1,003 | $24.8B | 354,142,163 | 118 | 314 | 298 | 0.3% |
| Q4 2021 | 966 | $24.1B | 361,048,001 | 92 | 281 | 282 | 0.3% |
| Q3 2021 | 886 | $21.9B | 357,866,339 | 72 | 280 | 266 | 0.3% |
| Q2 2021 | 875 | $21.3B | 355,014,967 | 58 | 306 | 246 | 0.3% |
| Q1 2021 | 878 | $21.5B | 356,606,174 | 63 | 280 | 285 | 0.3% |
| Q4 2020 | 892 | $20.7B | 353,040,670 | 67 | 240 | 313 | 0.5% |
| Q3 2020 | 842 | $19.5B | 354,778,205 | 77 | 243 | 282 | 0.2% |
| Q2 2020 | 822 | $17.6B | 356,159,373 | 90 | 254 | 279 | 0.3% |
| Q1 2020 | 814 | $15.7B | 349,158,103 | 68 | 266 | 296 | 0.1% |
| Q4 2019 | 874 | $21.3B | 359,593,526 | 73 | 274 | 250 | 0.2% |
| Q3 2019 | 810 | $22.4B | 360,456,619 | 50 | 247 | 275 | 0.3% |
| Q2 2019 | 836 | $21.5B | 357,157,022 | 57 | 271 | 280 | 0.5% |
| Q1 2019 | 850 | $21.0B | 353,062,728 | 78 | 255 | 290 | 0.4% |
| Q4 2018 | 828 | $19.2B | 367,357,125 | 7 | 13 | 17 | 0.4% |