CWM, LLC

Position in PCG — PG&E Corp

CIK 1535847 OMAHA, NE

Position in PCG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$41,322,478

+$11,863,967 QoQ

Shares Held

2,351,877

+28.3% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Mar 31, 2026

CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. PCG ranks #1 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp This page	2,351,877	$41,322,478
2	EIX	Edison International	553,439	$40,500,666
3	AEP	American Electric Power Co Inc	250,243	$32,801,852
4	ED	Consolidated Edison Inc	251,126	$28,422,440
5	DUK	Duke Energy CORP	209,645	$27,450,916
6	NEE	Nextera Energy Inc	261,178	$24,258,212
7	EVRG	Evergy, Inc.	280,007	$22,938,173
8	SO	Southern Co	158,138	$15,263,479

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,322,478	2,351,877	+28.3%	Shares	Sole	2026-05-14
2025-12-31	$29,458,511	1,833,137	+53.0%	Shares	Sole	2026-01-26
2025-09-30	$18,067,016	1,198,078	+560.2%	Shares	Sole	2025-10-15
2025-06-30	$2,529,873	181,483	-33.4%	Shares	Sole	2025-07-25
2025-03-31	$4,678,663	272,332	+191.2%	Shares	Sole	2025-05-01
2024-12-31	$1,887,273	93,522	+39.6%	Shares	Sole	2025-02-04
2024-09-30	$1,324,016	66,971	+71.7%	Shares	Sole	2024-10-08
2024-06-30	$681,044	39,006	+53.1%	Shares	Sole	2024-07-10
2024-03-31	$427,078	25,482	+30.2%	Shares	Sole	2024-04-05
2023-12-31	$352,738	19,564	+10.7%	Shares	Sole	2024-02-01
2023-09-30	$285,065	17,673	+10.4%	Shares	Sole	2023-10-11
2023-06-30	$276,618	16,008	-3.9%	Shares	Sole	2023-08-03
2023-03-31	$269,424	16,662	+17.5%	Shares	Sole	2023-05-01
2022-12-31	$230,631	14,184	+30.6%	Shares	Sole	2023-02-01
2022-09-30	$135,712	10,857	-0.6%	Shares	Sole	2022-10-27
2022-06-30	$108,961	10,918	-22.6%	Shares	Sole	2022-07-28
2022-03-31	$168,377	14,102	+37.2%	Shares	Sole	2022-04-21
2021-12-31	$124,799	10,280	+3.2%	Shares	Sole	2022-01-31
2021-06-30	$101,323	9,963	0.0%	Shares	Sole	2021-09-15
2021-03-31	$116,666	9,963	0.0%	Shares	Sole	2021-09-15
2020-12-31	$124,138	9,963	0.0%	Shares	Sole	2021-09-15
2020-09-30	$93,552	9,963	0.0%	Shares	Sole	2021-09-15
2020-06-30	$88,371	9,963	0.0%	Shares	Sole	2021-09-15
2020-03-31	$89,567	9,963	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.