Legacy Private Trust Co.
BankPosition in PEG — Public Service Enterprise Group Inc
CIK 1352547
NEENAH, WI
Position in PEG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,776,754
-$167,665 QoQ
Shares Held
21,892
-8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#427
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Private Trust Co. holds $6,422,710 across 7 Utilities - Regulated Electric names. PEG ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
This page
|
21,892 | $1,776,754 | |
| 2 | NEE |
Nextera Energy Inc
|
19,109 | $1,677,196 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,684 | $1,247,570 | |
| 4 | DTE |
Dte Energy Co
|
3,795 | $578,244 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,436 | $470,079 | |
| 6 | LNT |
Alliant Energy Corp
|
5,460 | $416,543 | |
| 7 | DUK |
Duke Energy CORP
|
2,025 | $256,324 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776,754 | 21,892 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,944,419 | 24,020 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,188,175 | 27,250 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,283,465 | 27,360 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,358,723 | 28,020 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,364,232 | 28,727 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $2,880,010 | 34,087 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $3,098,709 | 34,735 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,652,094 | 35,985 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,451,493 | 36,710 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,633,057 | 43,059 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,543,307 | 44,690 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,039,715 | 48,550 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $3,671,123 | 58,785 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,909,626 | 80,131 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,954,194 | 105,890 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $6,642,438 | 104,969 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,004,230 | 71,489 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $4,686,046 | 70,224 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,337,237 | 71,219 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,733,689 | 62,499 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $3,683,586 | 61,179 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,904,972 | 49,828 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,352,179 | 42,837 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $3,376,063 | 68,675 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,400,944 | 75,728 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||