Position in PCG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$699,627
-$322,121 QoQ
Shares Held
41,595
-28.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#491
of 930 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $23,199,971 across 19 Utilities - Regulated Electric names. PCG ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
145,423 | $12,763,776 | |
| 2 | ED |
Consolidated Edison Inc
|
12,083 | $1,336,742 | |
| 3 | ES |
Eversource Energy
|
12,643 | $913,709 | |
| 4 | SO |
Southern Co
|
8,902 | $852,010 | |
| 5 | EIX |
Edison International
|
9,856 | $733,779 | |
| 6 | DUK |
Duke Energy CORP
|
5,744 | $727,075 | |
| 7 | PCG |
PG&E Corp
This page
|
41,595 | $699,627 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,999 | $568,038 |
All Filings in PCG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,627 | 41,595 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,021,748 | 58,153 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $245,179 | 15,257 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $218,479 | 14,488 | Shares | Sole | 2025-10-31 | |
| 2023-09-30 | $3,290 | 204 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,525 | 204 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,298 | 204 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,317 | 204 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||