Bryn Mawr Trust Advisors, LLC
Position in PEG — Public Service Enterprise Group Inc
CIK 1700481
PHILADELPHIA, PA
Position in PEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,856,453
-$190,367 QoQ
Shares Held
22,874
-9.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#422
of 1,300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $35,920,502 across 13 Utilities - Regulated Electric names. PEG ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,955 | $11,059,150 | |
| 2 | FE |
Firstenergy Corp
|
207,782 | $9,877,956 | |
| 3 | D |
Dominion Energy, Inc
|
107,566 | $7,345,682 | |
| 4 | NEE |
Nextera Energy Inc
|
27,475 | $2,411,480 | |
| 5 | PEG |
Public Service Enterprise Group Inc
This page
|
22,874 | $1,856,453 | |
| 6 | SO |
Southern Co
|
10,610 | $1,015,483 | |
| 7 | DUK |
Duke Energy CORP
|
3,348 | $423,789 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,898 | $396,475 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,453 | 22,874 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,046,820 | 25,285 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,027,976 | 25,255 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,108,199 | 25,260 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,127,733 | 25,276 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,086,716 | 25,355 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,143,595 | 25,371 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,286,809 | 25,634 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,896,964 | 25,739 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,709,835 | 25,604 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,560,976 | 25,527 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,006,737 | 17,690 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $838,285 | 13,389 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $808,415 | 12,945 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $793,140 | 12,945 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $443,935 | 7,895 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $499,595 | 7,895 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $552,650 | 7,895 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $526,833 | 7,895 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $480,805 | 7,895 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $471,647 | 7,895 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $475,357 | 7,895 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $460,278 | 7,895 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $433,514 | 7,895 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $436,196 | 8,873 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $398,486 | 8,873 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||