Position in PCG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,981,546
+$174,317 QoQ
Shares Held
177,262
+10.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#320
of 930 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. PCG ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
88,052 | $10,113,652 | |
| 2 | DUK |
Duke Energy CORP
|
50,400 | $6,379,632 | |
| 3 | PCG |
PG&E Corp
This page
|
177,262 | $2,981,546 | |
| 4 | ES |
Eversource Energy
|
38,773 | $2,802,124 | |
| 5 | EIX |
Edison International
|
31,927 | $2,376,965 | |
| 6 | NEE |
Nextera Energy Inc
|
26,700 | $2,343,459 | |
| 7 | ED |
Consolidated Edison Inc
|
16,468 | $1,821,854 | |
| 8 | SO |
Southern Co
|
16,833 | $1,611,086 |
All Filings in PCG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,981,546 | 177,262 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,807,229 | 159,774 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,586,848 | 98,746 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $824,408 | 54,669 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $154,455 | 11,080 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||