Position in PEG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$541,986
+$2,455 QoQ
Shares Held
6,678
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#661
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, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. PEG ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
This page
|
6,678 | $541,986 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,986 | 6,678 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $539,531 | 6,665 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $535,119 | 6,664 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $555,009 | 6,650 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $552,304 | 6,561 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $545,731 | 6,631 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $553,156 | 6,547 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $593,781 | 6,656 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $602,055 | 8,169 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $534,640 | 8,006 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $490,545 | 8,022 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $449,418 | 7,897 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $520,414 | 8,312 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $573,478 | 9,183 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $659,755 | 10,768 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $762,984 | 13,569 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $858,646 | 13,569 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $949,830 | 13,569 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $874,696 | 13,108 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $769,349 | 12,633 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $755,830 | 12,652 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $698,797 | 11,606 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $702,923 | 12,057 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $655,186 | 11,932 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $598,277 | 12,170 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $550,147 | 12,250 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||