Position in PCG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$87,519,152
-$3,936,686 QoQ
Shares Held
5,203,279
-0.0% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#67
of 934 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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,508,974,238 across 24 Utilities - Regulated Electric names. PCG ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,644,707 | $407,665,933 | |
| 2 | SO |
Southern Co
|
2,492,383 | $238,545,976 | |
| 3 | DUK |
Duke Energy CORP
|
1,756,974 | $222,397,768 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,388,960 | $190,023,617 | |
| 5 | D |
Dominion Energy, Inc
|
1,957,830 | $133,700,210 | |
| 6 | XEL |
Xcel Energy Inc
|
1,515,264 | $121,675,699 | |
| 7 | EXC |
Exelon Corp
|
2,425,441 | $113,074,059 | |
| 8 | ETR |
Entergy Corp /De/
|
961,963 | $110,491,070 |
All Filings in PCG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,519,152 | 5,203,279 | Shares | Defined | 2026-07-30 | |
| 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. | ||||||