Position in PCG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,098,732
-$11,129 QoQ
Shares Held
65,323
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#428
of 930 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $2,762,358 across 7 Utilities - Regulated Electric names. PCG ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
This page
|
65,323 | $1,098,732 | |
| 2 | ETR |
Entergy Corp /De/
|
3,667 | $421,191 | |
| 3 | SO |
Southern Co
|
3,575 | $342,163 | |
| 4 | EXC |
Exelon Corp
|
5,165 | $240,792 | |
| 5 | DUK |
Duke Energy CORP
|
1,889 | $239,109 | |
| 6 | NEE |
Nextera Energy Inc
|
2,509 | $220,214 | |
| 7 | D |
Dominion Energy, Inc
|
2,931 | $200,157 |
All Filings in PCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,732 | 65,323 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $1,109,861 | 63,168 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $1,056,666 | 65,754 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||