Position in PCG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,313,574
+$83,376 QoQ
Shares Held
78,096
+11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#407
of 930 holders
Holding Since
Sep 2024
7 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, 2026HighPoint Advisor Group LLC holds $7,782,677 across 10 Utilities - Regulated Electric names. PCG ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,660 | $1,321,584 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
11,288 | $1,318,099 | |
| 3 | PCG |
PG&E Corp
This page
|
78,096 | $1,313,574 | |
| 4 | DUK |
Duke Energy CORP
|
5,663 | $716,822 | |
| 5 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 6 | ETR |
Entergy Corp /De/
|
6,060 | $696,051 | |
| 7 | EXC |
Exelon Corp
|
11,881 | $553,892 | |
| 8 | SO |
Southern Co
|
5,280 | $505,348 |
All Filings in PCG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,574 | 78,096 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,230,198 | 70,017 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,152,395 | 71,711 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,088,037 | 72,151 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $870,706 | 62,461 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $760,403 | 44,261 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $199,242 | 10,078 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||