Public Service Enterprise Gp (PEG) — 13F Holders Deep Dive (Q2 2026)

PEG ranks #308 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PEG is a top-conviction position for ATLAS Infrastructure Partners — at 15.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PEG belongs to BlackRock, Inc., but the position matters far more to ATLAS Infrastructure Partners, who has 15.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its PEG position for two straight quarters, increasing it by $384.9M to reach $4.4B today.

JPMorgan has trimmed its PEG position for two straight quarters, cutting it by $321.2M while still holding $218.9M.

PEG is up 1% today, and institutions have been net buyers of $7.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PEG posted net income of $2.0B over the trailing twelve months, and currently trades at a P/E of 18.4.

• Profitable — net income of $2.0B over the trailing twelve months
• Revenue grew 12.7% year over year
• Net income improved year over year, from $2.0B to $2.0B
• Generated $3.3B in positive operating cash flow
• Current ratio of 0.80x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.39x equity — a highly leveraged balance sheet worth noting