Position in PCG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,762,715
-$196,005 QoQ
Shares Held
402,064
+1.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#233
of 930 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 6%
None 2%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. PCG ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
This page
|
402,064 | $6,762,715 | |
| 2 | NEE |
Nextera Energy Inc
|
28,972 | $2,542,871 | |
| 3 | DUK |
Duke Energy CORP
|
18,500 | $2,341,729 | |
| 4 | SO |
Southern Co
|
22,483 | $2,151,847 | |
| 5 | ED |
Consolidated Edison Inc
|
12,941 | $1,431,662 | |
| 6 | EIX |
Edison International
|
18,761 | $1,396,756 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,886 | $1,352,503 | |
| 8 | EXC |
Exelon Corp
|
27,140 | $1,265,266 |
All Filings in PCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,762,715 | 402,064 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $6,958,720 | 396,057 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,066,987 | 377,535 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||