Filing Research | PEG - PUBLIC SVC ENTERPRISE GROUP Institutional Holdings

Snapshot holdings

50 / 364 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	2.2MSH	$182.3M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	864.9KSH	$70.2M
3	Swedbank AB	Shares	666.6KSH	$54.1M
4	Assenagon Asset Management S.A.	Shares	386.9KSH	$31.4M
5	Arbejdsmarkedets Tillaegspension	Shares	351.5KSH	$28.5M
6	ASR Vermogensbeheer N.V.	Shares	300.5KSH	$24.4M
7	OFI INVEST ASSET MANAGEMENT	Shares	258.1KSH	$18.5M
8	Kepler Cheuvreux (Suisse) SA	Shares	213.4KSH	$17.3M
9	FIRST HORIZON CORP	Shares	171.7KSH	$13.9M
10	HENNESSY ADVISORS INC	Shares	163.8KSH	$13.3M
11	Czech National Bank	Shares	141.8KSH	$11.5M
12	IFM Investors Pty Ltd	Shares	141.1KSH	$11.5M
13	PensionDanmark Pensionsforsikringsaktieselskab	Shares	138.4KSH	$11.2M
14	Robeco Institutional Asset Management B.V.	Shares	121.6KSH	$9.9M
15	Edge Wealth Management LLC	Shares	120.1KSH	$9.7M
16	TOMPKINS FINANCIAL CORP	Shares	117.1KSH	$9.5M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	120.4KSH	$9.2M
18	Mirae Asset Global Investments Co., Ltd.	Shares	109.7KSH	$8.9M
19	ABN AMRO INVESTMENT SOLUTIONS	Shares	86.4KSH	$7.0M
20	Police & Firemen's Retirement System of New Jersey	Shares	75.1KSH	$6.1M
21	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	74.4KSH	$6.0M
22	Capital Investment Counsel, LLC	Shares	69.3KSH	$5.6M
23	First National Bank of Mount Dora, Trust Investment Services	Shares	68.1KSH	$5.5M
24	Martin Capital Partners, LLC	Shares	67.8KSH	$5.5M
25	Avanza Fonder AB	Shares	67.1KSH	$5.4M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	66.0KSH	$5.4M
27	PATTON ALBERTSON MILLER GROUP, LLC	Shares	65.6KSH	$5.3M
28	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	60.2KSH	$4.9M
29	Dynamic Advisor Solutions LLC	Shares	55.3KSH	$4.5M
30	BENJAMIN EDWARDS INC	Shares	48.7KSH	$4.0M
31	High Point Wealth Management, LLC	Shares	44.6KSH	$3.6M
32	Trilogy Capital Inc.	Shares	40.4KSH	$3.3M
33	Hennion & Walsh Asset Management, Inc.	Shares	39.2KSH	$3.2M
34	PEDDOCK CAPITAL ADVISORS, LLC	Shares	37.1KSH	$3.0M
35	CHICAGO TRUST Co NA	Shares	34.2KSH	$2.8M
36	Sequoia Financial Advisors, LLC	Shares	34.1KSH	$2.8M
37	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	33.9KSH	$2.8M
38	Fideuram Asset Management (Ireland) dac	Shares	33.5KSH	$2.7M
39	QRG CAPITAL MANAGEMENT, INC.	Shares	32.7KSH	$2.7M
40	First American Bank	Shares	32.4KSH	$2.6M
41	Merit Financial Group, LLC	Shares	32.0KSH	$2.6M
42	MISSION WEALTH MANAGEMENT, LP	Shares	31.6KSH	$2.6M
43	PFG Investments, LLC	Shares	30.5KSH	$2.5M
44	Neumann Capital Management, LLC	Shares	30.4KSH	$2.5M
45	MIZUHO SECURITIES USA LLC	Shares	30.2KSH	$2.4M
46	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	28.1KSH	$2.3M
47	OLD SECOND NATIONAL BANK OF AURORA	Shares	27.9KSH	$2.3M
48	Crossmark Global Holdings, Inc.	Shares	27.7KSH	$2.2M
49	HARTFORD INVESTMENT MANAGEMENT CO	Shares	27.7KSH	$2.2M
50	Sivia Capital Partners, LLC	Shares	27.3KSH	$2.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 387 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+370.9K	+$30.1M	$31.4M
2	Swedbank AB added	Shares	+124.0K	+$10.2M	$54.1M
3	Martin Capital Partners, LLC new	Shares	+67.8K	+$5.5M	$5.5M
4	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+60.6K	+$4.9M	$7.0M
5	Kepler Cheuvreux (Suisse) SA added	Shares	+51.9K	+$4.2M	$17.3M
6	Arbejdsmarkedets Tillaegspension added	Shares	+35.5K	+$3.0M	$28.5M
7	Fideuram Asset Management (Ireland) dac added	Shares	+30.8K	+$2.5M	$2.7M
8	Sivia Capital Partners, LLC new	Shares	+27.3K	+$2.2M	$2.2M
9	J.W. COLE ADVISORS, INC. new	Shares	+25.4K	+$2.1M	$2.1M
10	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+15.0K	+$1.2M	$11.2M
11	Merit Financial Group, LLC added	Shares	+13.8K	+$1.1M	$2.6M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+12.9K	+$1.1M	$8.9M
13	MISSION WEALTH MANAGEMENT, LP added	Shares	+12.7K	+$1.0M	$2.6M
14	Avanza Fonder AB added	Shares	+11.0K	+$905.0K	$5.4M
15	HENNESSY ADVISORS INC added	Shares	+10.5K	+$884.4K	$13.3M
16	IFM Investors Pty Ltd added	Shares	+10.0K	+$842.5K	$11.5M
17	CRA Financial Services, LLC added	Shares	+9.2K	+$749.2K	$1.1M
18	Curated Wealth Partners LLC new	Shares	+36.3K	+$596.4K	$596.4K
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+7.2K	+$583.5K	$583.5K
20	Czech National Bank added	Shares	+5.9K	+$507.3K	$11.5M
21	Arbor Investment Advisors, LLC new	Shares	+6.0K	+$487.0K	$487.0K
22	Sequoia Financial Advisors, LLC added	Shares	+5.8K	+$476.3K	$2.8M
23	Abundance Wealth Counselors new	Shares	+4.8K	+$391.4K	$391.4K
24	WADDELL & ASSOCIATES, LLC new	Shares	+4.4K	+$358.7K	$358.7K
25	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+3.0K	+$244.7K	$556.3K
26	Aaron Wealth Advisors LLC added	Shares	+3.0K	+$243.7K	$477.4K
27	SAX WEALTH ADVISORS, LLC added	Shares	+2.6K	+$215.4K	$810.2K
28	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.6K	+$214.0K	$2.7M
29	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+2.4K	+$201.9K	$2.8M
30	Towerpoint Wealth, LLC new	Shares	+2.5K	+$201.9K	$201.9K
31	Capital Investment Advisory Services, LLC new	Shares	+2.5K	+$201.0K	$201.0K
32	Themes Management Co LLC added	Shares	+2.3K	+$187.9K	$1.0M
33	BENJAMIN EDWARDS INC added	Shares	+2.1K	+$180.5K	$4.0M
34	IAMS WEALTH MANAGEMENT, LLC added	Shares	+2.1K	+$175.1K	$545.5K
35	Trilogy Capital Inc. added	Shares	+2.0K	+$170.5K	$3.3M
36	Capital Investment Counsel, LLC added	Shares	+1.8K	+$160.0K	$5.6M
37	ASPIRIANT, LLC added	Shares	+1.8K	+$150.0K	$399.7K
38	IFP Advisors, Inc added	Shares	+1.7K	+$139.4K	$1.5M
39	RFG Advisory, LLC added	Shares	+1.6K	+$129.8K	$370.9K
40	EverSource Wealth Advisors, LLC added	Shares	+1.5K	+$124.6K	$312.3K
41	Farther Finance Advisors, LLC added	Shares	+1.4K	+$114.9K	$1.0M
42	WEST PACES ADVISORS INC. new	Shares	+1.3K	+$107.1K	$107.1K
43	Segment Wealth Management, LLC added	Shares	+1.3K	+$105.7K	$479.3K
44	Accurate Wealth Management, LLC added	Shares	+1.4K	+$96.8K	$731.9K
45	Dynamic Advisor Solutions LLC added	Shares	+1.0K	+$93.7K	$4.5M
46	NorthCrest Asset Manangement, LLC added	Shares	+1.2K	+$90.3K	$506.5K
47	GAMMA Investing LLC added	Shares	+1.1K	+$89.2K	$675.6K
48	Herold Advisors, Inc. added	Shares	+929	+$78.7K	$1.3M
49	Tema ETFs LLC added	Shares	+870	+$72.5K	$786.3K
50	Mediolanum International Funds Ltd added	Shares	+732	+$71.1K	$911.3K

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