Position in PCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,920,404
+$1,181,394 QoQ
Shares Held
336,961
+14.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. PCG ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
This page
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
30,476 | $3,994,794 |
All Filings in PCG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,920,404 | 336,961 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,739,010 | 294,898 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,655,060 | 308,691 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,785,323 | 271,544 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,688,696 | 272,916 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,483,772 | 271,743 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,318,683 | 269,028 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,433,739 | 253,937 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,236,877 | 252,797 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,475,622 | 248,232 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,747,546 | 232,334 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,952,661 | 228,742 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,313,378 | 204,909 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,145,512 | 193,451 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,302,287 | 184,183 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,324,964 | 132,762 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,501,657 | 125,767 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,283,113 | 105,693 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $998,649 | 104,026 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,049,849 | 103,230 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,252,325 | 106,945 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $879,015 | 70,547 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $600,359 | 63,936 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $557,399 | 62,841 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $526,652 | 58,582 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||