Position in PCG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$26,262,564
+$10,077,857 QoQ
Shares Held
1,494,739
+48.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 4.053550486071481.ToString("F0")%
Shared 0.ToString("F0")%
None 95.94644951392853.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $482,207,133 across 33 Utilities - Regulated Electric names. PCG ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
584,863 | $76,581,961 | |
| 2 | NEE |
Nextera Energy Inc
|
613,906 | $57,019,589 | |
| 3 | SO |
Southern Co
|
466,295 | $45,006,793 | |
| 4 | AEP |
American Electric Power Co Inc
|
339,972 | $44,563,529 | |
| 5 | EXC |
Exelon Corp
|
679,650 | $33,316,443 | |
| 6 | XEL |
Xcel Energy Inc
|
366,164 | $29,088,068 | |
| 7 | EIX |
Edison International
|
394,379 | $28,860,655 | |
| 8 | PCG |
PG&E Corp
This page
|
1,494,739 | $26,262,564 |
All Filings in PCG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,262,564 | 1,494,739 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,184,707 | 1,007,138 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,157,782 | 607,280 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,943,236 | 139,400 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,373,151 | 254,549 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,150,885 | 106,585 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,556,136 | 78,712 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $996,162 | 57,054 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $578,320 | 34,506 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $594,971 | 32,999 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $565,259 | 35,044 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||