SVB WEALTH LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1626116 BOSTON, MA

Position in PEG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$248,185

-$3,325 QoQ

Shares Held

3,058

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#925

of 1,302 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Utilities · as of Jun 30, 2026

SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names. PEG ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	77,720	$3,694,805
2	SO	Southern Co	8,927	$854,400
3	AEP	American Electric Power Co Inc	4,674	$639,448
4	PEG	Public Service Enterprise Group Inc This page	3,058	$248,185

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,185	3,058	-1.6%	Shares	Sole	2026-07-17
2026-03-31	$251,510	3,107	-0.5%	Shares	Sole	2026-04-17
2025-12-31	$250,694	3,122	-5.0%	Shares	Sole	2026-02-04
2025-09-30	$274,331	3,287	-0.7%	Shares	Sole	2025-11-06
2025-06-30	$278,549	3,309	-22.0%	Shares	Sole	2025-08-14
2024-12-31	$358,406	4,242	-5.1%	Shares	Sole	2025-02-05
2024-06-30	$329,364	4,469	-13.8%	Shares	Sole	2024-08-06
2024-03-31	$346,320	5,186	-9.7%	Shares	Sole	2024-05-15
2023-12-31	$351,000	5,740	+12.6%	Shares	Sole	2024-01-30
2023-09-30	$290,183	5,099	-51.2%	Shares	Sole	2023-10-23
2023-06-30	$654,398	10,452	-3.0%	Shares	Sole	2023-07-24
2023-03-31	$672,897	10,775	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$668,822	10,916	-9.8%	Shares	Sole	2023-02-10
2022-09-30	$680,438	12,101	+36.3%	Shares	Sole	2022-11-09
2022-06-30	$561,736	8,877	-5.9%	Shares	Sole	2022-08-16
2022-03-31	$660,100	9,430	-11.4%	Shares	Sole	2022-05-13
2021-12-31	$710,606	10,649	+5.9%	Shares	Sole	2022-02-15
2021-09-30	$612,654	10,060	-1.8%	Shares	Sole	2021-11-09
2021-06-30	$611,856	10,242	-1.0%	Shares	Sole	2021-08-13
2021-03-31	$622,932	10,346	+1.6%	Shares	Sole	2021-05-11
2020-12-31	$593,668	10,183	+8.3%	Shares	Sole	2021-02-10
2020-09-30	$516,318	9,403	+1.1%	Shares	Sole	2020-11-10
2020-06-30	$457,433	9,305	+1.2%	Shares	Sole	2020-08-05
2020-03-31	$412,902	9,194	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.