Position in PCG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$605
-$1,053 QoQ
Shares Held
36
-67.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#892
of 930 holders
Holding Since
Dec 2024
4 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $55,703 across 18 Utilities - Regulated Electric names. PCG ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
533 | $46,781 | |
| 2 | AEP |
American Electric Power Co Inc
|
16 | $2,188 | |
| 3 | NGG |
National Grid PLC
|
18 | $1,491 | |
| 4 | SO |
Southern Co
|
7 | $669 | |
| 5 | PCG |
PG&E Corp
This page
|
36 | $605 | |
| 6 | DUK |
Duke Energy CORP
|
4 | $506 | |
| 7 | EXC |
Exelon Corp
|
10 | $466 | |
| 8 | ETR |
Entergy Corp /De/
|
4 | $459 |
All Filings in PCG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605 | 36 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $1,658 | 110 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $3,315 | 193 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,027 | 150 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||