Position in PCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,680,485
+$13,696,710 QoQ
Shares Held
2,941,405
+24.4% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Focus Partners Wealth holds $697,439,690 across 31 Utilities - Regulated Electric names. PCG ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,147,807 | $150,293,848 | |
| 2 | SO |
Southern Co
|
1,462,181 | $141,129,710 | |
| 3 | NEE |
Nextera Energy Inc
|
1,101,298 | $102,288,558 | |
| 4 | PCG |
PG&E Corp
This page
|
2,941,405 | $51,680,485 | |
| 5 | D |
Dominion Energy, Inc
|
661,822 | $40,913,836 | |
| 6 | DTE |
Dte Energy Co
|
234,496 | $34,288,005 | |
| 7 | EVRG |
Evergy, Inc.
|
411,084 | $33,676,001 | |
| 8 | ES |
Eversource Energy
|
350,927 | $24,312,222 |
All Filings in PCG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,680,485 | 2,941,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,983,775 | 2,363,645 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,823,594 | 253,554 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $974,796 | 69,928 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,439,958 | 83,816 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $885,478 | 43,879 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $798,470 | 40,388 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||