Position in PCG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$321,867
-$228,318 QoQ
Shares Held
19,136
-37.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#608
of 930 holders
Holding Since
Mar 2023
5 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, 2026WESPAC Advisors, LLC holds $907,627 across 3 Utilities - Regulated Electric names. PCG ranks #2 (35.5% of the industry book) .
All Filings in PCG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,867 | 19,136 | Shares | Sole | 2026-08-10 | |
| 2023-12-31 | $550,185 | 30,515 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $464,043 | 28,769 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $464,676 | 26,891 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $434,827 | 26,891 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||