Position in ELPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$203,935
+$40,535 QoQ
Shares Held
17,080
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. ELPC ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
30,476 | $3,994,794 |
All Filings in ELPC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,935 | 17,080 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $163,400 | 17,182 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29,120 | 3,250 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $27,690 | 3,250 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||