Florida Trust Wealth Management Co

Position in PEG — Public Service Enterprise Group Inc

CIK 1651023 SANIBEL, FL

Position in PEG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,095,761

-$295,822 QoQ

Shares Held

149,036

-2.6% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#177

of 1,302 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $78,573,738 across 14 Utilities - Regulated Electric names. PEG ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	276,800	$24,294,735
2	SO	Southern Co	203,535	$19,480,334
3	PEG	Public Service Enterprise Group Inc This page	149,036	$12,095,761
4	DUK	Duke Energy CORP	76,697	$9,708,305
5	D	Dominion Energy, Inc	67,185	$4,588,062
6	GNE	Genie Energy Ltd.	271,939	$3,929,518
7	XEL	Xcel Energy Inc	19,919	$1,599,495
8	AEP	American Electric Power Co Inc	5,423	$741,920

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,095,761	149,036	-2.6%	Shares	Sole	2026-07-27
2026-03-31	$12,391,583	153,077	-0.7%	Shares	Defined	2026-05-15
2025-12-31	$12,380,975	154,184	-0.9%	Shares	Defined	2026-01-20
2025-09-30	$12,986,709	155,604	-0.8%	Shares	Defined	2025-10-29
2025-06-30	$13,208,515	156,908	-2.3%	Shares	Defined	2025-08-13
2025-03-31	$13,219,272	160,623	-4.7%	Shares	Defined	2025-04-15
2024-12-31	$14,237,240	168,508	-2.8%	Shares	Defined	2025-01-15
2024-09-30	$15,470,173	173,413	-1.4%	Shares	Defined	2024-10-08
2024-06-30	$12,965,745	175,926	-0.8%	Shares	Defined	2024-07-22
2024-03-31	$11,843,566	177,352	-9.0%	Shares	Defined	2024-05-21
2023-12-31	$11,911,713	194,795	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.