Position in PCG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,849,970
-$3,508,653 QoQ
Shares Held
3,082,638
-2.2% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#104
of 934 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 27%
Shared 21%
None 52%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. PCG ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
This page
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in PCG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,849,970 | 3,082,638 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $55,358,623 | 3,150,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,867,557 | 5,405,573 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,662,601 | 2,033,329 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $19,680,882 | 1,411,828 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,692,811 | 1,204,471 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $20,959,472 | 1,038,626 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $20,015,998 | 1,012,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,408,568 | 825,233 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,827,754 | 825,045 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,595,701 | 754,060 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,688,080 | 166,651 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,467,355 | 490,009 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,523,250 | 279,731 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,371,114 | 145,825 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,772,575 | 141,806 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||