FIRST AMERICAN TRUST, FSB
Position in PEG — Public Service Enterprise Group Inc
CIK 36066
SANTA ANA, CA
Position in PEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$692,051
-$395 QoQ
Shares Held
8,527
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#602
of 1,300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $24,039,033 across 7 Utilities - Regulated Electric names. PEG ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
147,029 | $12,904,734 | |
| 2 | ETR |
Entergy Corp /De/
|
69,433 | $7,975,073 | |
| 3 | CMS |
Cms Energy Corp
|
21,949 | $1,679,098 | |
| 4 | PEG |
Public Service Enterprise Group Inc
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|
8,527 | $692,051 | |
| 5 | SO |
Southern Co
|
3,258 | $311,823 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,961 | $268,284 | |
| 7 | DUK |
Duke Energy CORP
|
1,643 | $207,970 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,051 | 8,527 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $692,446 | 8,554 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $681,907 | 8,492 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $712,664 | 8,539 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $609,379 | 7,239 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $598,650 | 7,274 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $613,650 | 7,263 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $668,182 | 7,490 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $556,950 | 7,557 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $497,511 | 7,450 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $402,795 | 6,587 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $370,313 | 6,507 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $407,403 | 6,507 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $406,362 | 6,507 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $398,683 | 6,507 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $365,888 | 6,507 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $411,762 | 6,507 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $456,400 | 6,520 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $421,399 | 6,315 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $384,096 | 6,307 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $376,780 | 6,307 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $379,744 | 6,307 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $367,698 | 6,307 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $347,635 | 6,331 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $221,121 | 4,498 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $201,825 | 4,494 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||