Position in PCG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$87,010,259
+$13,861,451 QoQ
Shares Held
4,952,206
+8.8% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $2,532,123,660 across 30 Utilities - Regulated Electric names. PCG ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,976,254 | $462,194,471 | |
| 2 | SO |
Southern Co
|
2,500,709 | $241,368,432 | |
| 3 | DUK |
Duke Energy CORP
|
1,767,941 | $231,494,194 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,264,916 | $165,805,189 | |
| 5 | D |
Dominion Energy, Inc
|
1,932,957 | $119,495,401 | |
| 6 | EXC |
Exelon Corp
|
2,380,414 | $116,687,894 | |
| 7 | ETR |
Entergy Corp /De/
|
1,009,449 | $113,421,689 | |
| 8 | XEL |
Xcel Energy Inc
|
1,405,123 | $111,622,971 |
All Filings in PCG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,010,259 | 4,952,206 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $73,148,808 | 4,551,886 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $66,047,338 | 4,379,797 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $58,573,301 | 4,201,815 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $66,596,328 | 3,876,387 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $67,477,318 | 3,343,772 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $60,315,363 | 3,050,853 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $49,329,004 | 2,825,258 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $41,667,320 | 2,486,117 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $37,425,015 | 2,075,708 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $29,961,071 | 1,857,475 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $24,508,275 | 1,418,303 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $18,823,480 | 1,164,099 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $17,843,675 | 1,097,397 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $12,048,462 | 963,877 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $3,870,323 | 387,808 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $4,285,313 | 358,904 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $4,422,456 | 364,288 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $3,141,014 | 327,189 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $3,348,157 | 329,219 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $3,630,181 | 310,007 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $3,427,334 | 275,067 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,800,278 | 191,723 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||