SCTC
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Sanibel Captiva Trust Company’s Public Service Enterprise Group PEG Stock Holding History

Sanibel Captiva Trust Company’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Sell
149,036
-4,041
-3% -$323K 0.3% 78
2026
Q1 		$12.4M Sell
153,077
-1,107
-0.7% -$90.8K 0.35% 71
2025
Q4 		$12.4M Sell
154,184
-1,420
-0.9% -$116K 0.34% 73
2025
Q3 		$13M Sell
155,604
-1,304
-0.8% -$109K 0.37% 71
2025
Q2 		$13.2M Sell
156,908
-3,715
-2% -$300K 0.41% 68
2025
Q1 		$13.2M Sell
160,623
-7,885
-5% -$658K 0.43% 67
2024
Q4 		$14.2M Sell
168,508
-4,905
-3% -$434K 0.46% 60
2024
Q3 		$15.5M Sell
173,413
-2,513
-1% -$201K 0.5% 56
2024
Q2 		$13M Sell
175,926
-1,426
-0.8% -$101K 0.44% 60
2024
Q1 		$11.8M Sell
177,352
-17,443
-9% -$1.07M 0.4% 67
2023
Q4 		$11.9M Buy
+194,795
New +$12M 0.44% 61

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sanibel Captiva Trust Company's PEG Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Public Service Enterprise Group (PEG) stake by 2.6% in Q2 2026, selling an estimated $323K and leaving 149,036 shares worth $12.1M. The position accounts for 0.3% of the portfolio, ranked #78.

Sanibel Captiva Trust Company first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Sanibel Captiva Trust Company held 149,036 shares of Public Service Enterprise Group worth $12.1M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 4,041 Public Service Enterprise Group shares in Q2 2026, an estimated $323K.
  • Public Service Enterprise Group made up 0.3% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #78 holding.
  • Sanibel Captiva Trust Company first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Public Service Enterprise Group position peaked at $15.5M in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.