Position in PCG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$131,505,486
-$33,441,198 QoQ
Shares Held
7,818,400
-16.7% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#54
of 934 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. PCG ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
This page
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in PCG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,505,486 | 7,818,400 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $164,946,684 | 9,387,973 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $152,666,171 | 9,500,073 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $124,077,243 | 8,227,934 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $101,173,953 | 7,257,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,633,920 | 1,433,872 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $94,980,135 | 4,706,647 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $27,006,768 | 1,366,048 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,056,613 | 1,377,813 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $17,232,447 | 1,028,189 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $19,842,447 | 1,100,524 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,231,516 | 1,068,290 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $17,845,159 | 1,032,706 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $14,255,923 | 881,628 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,027,029 | 862,671 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,998,674 | 879,894 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,610,443 | 862,770 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $9,621,633 | 805,832 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,783,917 | 805,924 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,863,119 | 819,075 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,729,317 | 858,340 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $12,109,216 | 1,034,092 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $15,288,681 | 1,227,021 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,860,613 | 837,126 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $149,867 | 16,896 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||