Position in PCG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$91,455,838
+$1,218,932 QoQ
Shares Held
5,205,227
-7.3% QoQ
Ownership
0.194%
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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,494,445,125 across 24 Utilities - Regulated Electric names. PCG ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,577,087 | $425,119,840 | |
| 2 | SO |
Southern Co
|
2,439,489 | $235,459,478 | |
| 3 | DUK |
Duke Energy CORP
|
1,758,086 | $230,203,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,366,768 | $179,155,949 | |
| 5 | EXC |
Exelon Corp
|
2,529,243 | $123,983,491 | |
| 6 | D |
Dominion Energy, Inc
|
1,899,808 | $117,446,130 | |
| 7 | XEL |
Xcel Energy Inc
|
1,445,804 | $114,854,669 | |
| 8 | ED |
Consolidated Edison Inc
|
941,617 | $106,572,212 |
All Filings in PCG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,455,838 | 5,205,227 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $90,236,906 | 5,615,240 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $86,593,326 | 5,742,263 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $80,851,344 | 5,799,953 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $97,734,065 | 5,688,828 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $106,565,494 | 5,280,748 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $100,725,658 | 5,094,874 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $87,825,196 | 5,030,080 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $86,851,526 | 5,182,072 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $93,541,785 | 5,188,119 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $73,954,388 | 4,584,897 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $75,304,788 | 4,357,916 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $67,708,398 | 4,187,285 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $77,431,014 | 4,762,055 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $52,870,537 | 4,229,643 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $45,043,971 | 4,513,424 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $49,355,148 | 4,133,597 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $48,774,246 | 4,017,648 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $40,571,030 | 4,226,149 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $45,815,443 | 4,504,960 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $53,948,051 | 4,607,007 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $58,223,249 | 4,672,813 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $37,128,491 | 3,954,046 | Shares | Defined | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||