Position in PCG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,823,688
+$7,275,893 QoQ
Shares Held
2,308,186
+28.6% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#114
of 930 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Korea Investment CORP holds $749,069,595 across 22 Utilities - Regulated Electric names. PCG ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,498,555 | $131,528,172 | |
| 2 | SO |
Southern Co
|
756,114 | $72,367,670 | |
| 3 | DUK |
Duke Energy CORP
|
569,470 | $72,083,512 | |
| 4 | ETR |
Entergy Corp /De/
|
490,374 | $56,324,357 | |
| 5 | AEP |
American Electric Power Co Inc
|
369,078 | $50,493,561 | |
| 6 | D |
Dominion Energy, Inc
|
597,296 | $40,789,343 | |
| 7 | PCG |
PG&E Corp
This page
|
2,308,186 | $38,823,688 | |
| 8 | FTS |
Fortis Inc.
|
560,211 | $32,060,875 |
All Filings in PCG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,823,688 | 2,308,186 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,547,795 | 1,795,549 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,763,962 | 1,727,689 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,779,652 | 1,974,778 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $24,947,484 | 1,789,633 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,651,846 | 2,133,402 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,296,839 | 1,501,330 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,483,158 | 833,746 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,357,179 | 765,016 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,719,995 | 579,952 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,476,367 | 581,052 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,062,705 | 561,854 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,651,847 | 558,556 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,421,206 | 520,792 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,215,643 | 689,769 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,212,600 | 2,017,008 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,284,356 | 1,130,697 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,327,278 | 1,618,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,591,012 | 295,800 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,906,880 | 302,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,126,258 | 307,400 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,083,549 | 1,031,900 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,466,400 | 840,000 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $28,126,806 | 2,995,400 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||