Position in PCG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$374,026
-$55,718 QoQ
Shares Held
22,237
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#587
of 930 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,355,213 across 21 Utilities - Regulated Electric names. PCG ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
9,611 | $656,335 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,458 | $609,898 | |
| 3 | PCG |
PG&E Corp
This page
|
22,237 | $374,026 | |
| 4 | SO |
Southern Co
|
3,507 | $335,654 | |
| 5 | MGEE |
Mge Energy Inc
|
2,430 | $198,142 | |
| 6 | EIX |
Edison International
|
2,604 | $193,867 | |
| 7 | ETR |
Entergy Corp /De/
|
1,562 | $179,411 | |
| 8 | DUK |
Duke Energy CORP
|
1,360 | $172,148 |
All Filings in PCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,026 | 22,237 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $429,744 | 24,459 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $392,975 | 24,454 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||