First National Bank of Mount Dora, Trust Investment Services

Bank

Position in PEG — Public Service Enterprise Group Inc

CIK 1423045 Mount Dora, FL

Back to PEG Full portfolio

Position in PEG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,530,161

-$1,881 QoQ

Shares Held

68,139

-0.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#252

of 1,302 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 2% None 1%

Common Shares in PEG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

First National Bank of Mount Dora, Trust Investment Services holds $8,325,556 across 3 Utilities - Regulated Electric names. PEG ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc This page	68,139	$5,530,161
2	AEP	American Electric Power Co Inc	10,737	$1,468,928
3	NEE	Nextera Energy Inc	15,113	$1,326,467

All Filings in PEG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,530,161	68,139	-0.3%	Shares	Sole	2026-07-08
2026-03-31	$5,532,042	68,339	-2.5%	Shares	Sole	2026-06-08
2025-12-31	$5,626,861	70,073	-0.8%	Shares	Sole	2026-06-08
2025-09-30	$5,898,034	70,669	-8.1%	Shares	Sole	2026-06-08
2025-06-30	$6,472,515	76,889	-0.1%	Shares	Sole	2025-07-29
2025-03-31	$6,334,877	76,973	-8.5%	Shares	Sole	2025-04-15
2024-12-31	$7,105,861	84,103	-3.1%	Shares	Sole	2025-01-15
2024-09-30	$7,741,911	86,783	-16.1%	Shares	Sole	2024-10-30
2024-06-30	$7,621,980	103,419	-19.3%	Shares	Sole	2024-07-11
2024-03-31	$8,558,190	128,155	-8.5%	Shares	Sole	2024-04-10
2023-12-31	$8,566,319	140,087	+97.7%	Shares	Sole	2024-01-05
2023-09-30	$4,032,130	70,851	-3.2%	Shares	Sole	2023-10-10
2023-06-30	$4,584,491	73,223	-23.0%	Shares	Sole	2023-07-07
2023-03-31	$5,940,618	95,126	+5.1%	Shares	Sole	2023-04-12
2022-12-31	$5,545,853	90,515	+0.3%	Shares	Sole	2023-01-05
2022-09-30	$5,074,138	90,239	+4.9%	Shares	Sole	2022-10-06
2022-06-30	$5,445,244	86,050	+1.6%	Shares	Sole	2022-07-13
2022-03-31	$5,926,970	84,671	+1.8%	Shares	Sole	2022-04-06
2021-12-31	$5,550,133	83,173	+1.7%	Shares	Sole	2022-01-10
2021-09-30	$4,978,331	81,746	+2.9%	Shares	Sole	2021-10-06
2021-06-30	$4,744,012	79,411	+3.1%	Shares	Sole	2021-07-02
2021-03-31	$4,635,808	76,994	+17.3%	Shares	Sole	2021-04-05
2020-12-31	$3,826,229	65,630	+0.1%	Shares	Sole	2021-01-06
2020-09-30	$3,599,295	65,549	+0.2%	Shares	Sole	2020-10-08
2020-06-30	$3,217,078	65,441	-9.1%	Shares	Sole	2020-07-08
2020-03-31	$3,232,710	71,982	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.