Position in PCG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$58,931,115
+$7,415,131 QoQ
Shares Held
3,354,076
+4.6% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,990,710,642 across 32 Utilities - Regulated Electric names. PCG ranks #13 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,609,761 | $428,154,600 | |
| 2 | XEL |
Xcel Energy Inc
|
1,961,725 | $155,839,432 | |
| 3 | SO |
Southern Co
|
1,445,765 | $139,545,237 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,195,147 | $138,362,166 | |
| 5 | DUK |
Duke Energy CORP
|
1,028,960 | $134,732,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
673,149 | $88,236,370 | |
| 7 | ETR |
Entergy Corp /De/
|
632,837 | $71,105,564 | |
| 8 | IDA |
Idacorp Inc
|
460,740 | $65,871,996 |
All Filings in PCG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,931,115 | 3,354,076 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $51,515,984 | 3,205,724 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $45,072,385 | 2,988,885 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $41,771,251 | 2,996,503 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $47,554,858 | 2,768,036 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $57,169,879 | 2,832,997 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $53,816,114 | 2,722,110 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $44,568,517 | 2,552,607 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $43,554,060 | 2,598,691 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $46,591,376 | 2,584,103 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $40,281,013 | 2,497,273 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $33,540,617 | 1,941,008 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $31,958,920 | 1,976,433 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $31,496,773 | 1,937,071 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $24,951,025 | 1,996,082 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,964,761 | 196,870 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,739,250 | 229,418 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,673,547 | 137,854 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,479,215 | 154,085 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,614,537 | 158,755 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $973,823 | 78,156 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $894,153 | 95,224 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $391,920 | 44,185 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $648,565 | 72,143 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||