PEG Public Service Enterprise Group Incorporated
Public Service Enterprise Group Incorporated (PEG) Institutional Ownership
What the institutions did with PEG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| TOMPKINS FINANCIAL CORP | 116.0K | 76.8% |
| Montecito Bank & Trust | 7.9K | 5.3% |
| EASTERN BANK | 5.9K | 3.9% |
| NEVILLE RODIE & SHAW INC | 4.3K | 2.8% |
| Versant Capital Management, Inc | 4.0K | 2.6% |
| Rosenberg Matthew Hamilton | 3.6K | 2.4% |
| CX Institutional | 3.6K | 2.4% |
| Hickory Point Bank & Trust | 2.8K | 1.8% |
| MassMutual Private Wealth & Trust, FSB | 1.4K | 0.9% |
| Roxbury Financial LLC | 1.1K | 0.7% |
| GoalVest Advisory LLC | 356 | 0.2% |
| Planning Strategies Inc. | 58 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Sold Out | 2.7K | 0 | -2.7K |
| Versant Capital Management, Inc | Increased | 1.4K | 4.0K | +2.6K |
| EASTERN BANK | Increased | 4.7K | 5.9K | +1.2K |
| TOMPKINS FINANCIAL CORP | Reduced | 117.1K | 116.0K | -1.1K |
| Montecito Bank & Trust | Reduced | 8.6K | 7.9K | -620 |
| CX Institutional | Reduced | 4.0K | 3.6K | -402 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 1.5K | 1.4K | -91 |
| Rosenberg Matthew Hamilton | Reduced | 3.7K | 3.6K | -90 |
| GoalVest Advisory LLC | Increased | 268 | 356 | +88 |
| Planning Strategies Inc. | Increased | 13 | 58 | +45 |
| Hickory Point Bank & Trust | Reduced | 2.8K | 2.8K | -40 |
| Roxbury Financial LLC | Increased | 1.1K | 1.1K | +8 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.