Position in PCG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,005,747
+$1,417,756 QoQ
Shares Held
535,419
+24.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#217
of 930 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. PCG ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
This page
|
535,419 | $9,005,747 |
All Filings in PCG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,005,747 | 535,419 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,587,991 | 431,872 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,679,427 | 104,507 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,145,295 | 75,948 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $831,200 | 59,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,110,944 | 64,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,063,626 | 201,369 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,673,938 | 185,834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $641,620 | 36,748 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $727,367 | 43,399 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,522,471 | 84,441 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,291,480 | 80,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $341,470 | 19,761 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $566,208 | 35,016 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $73,290 | 27,854 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $244,037 | 19,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $202,544 | 20,295 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||