Position in PCG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$279,682
-$12,471 QoQ
Shares Held
16,628
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#632
of 930 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026FAS Wealth Partners, Inc. holds $16,365,990 across 8 Utilities - Regulated Electric names. PCG ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
42,068 | $5,324,967 | |
| 2 | NEE |
Nextera Energy Inc
|
60,087 | $5,273,835 | |
| 3 | SO |
Southern Co
|
39,556 | $3,785,904 | |
| 4 | EVRG |
Evergy, Inc.
|
11,070 | $956,780 | |
| 5 | EIX |
Edison International
|
3,822 | $284,547 | |
| 6 | PCG |
PG&E Corp
This page
|
16,628 | $279,682 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,887 | $258,160 | |
| 8 | AEE |
Ameren Corp
|
1,788 | $202,115 |
All Filings in PCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,682 | 16,628 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $292,153 | 16,628 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $263,789 | 16,415 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||