Position in PCG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,369,584
-$171,069 QoQ
Shares Held
200,332
-0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#308
of 930 holders
Holding Since
Mar 2025
6 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, 2026Krilogy Financial LLC holds $26,445,803 across 17 Utilities - Regulated Electric names. PCG ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
77,855 | $8,800,729 | |
| 2 | EIX |
Edison International
|
53,171 | $3,958,580 | |
| 3 | PCG |
PG&E Corp
This page
|
200,332 | $3,369,584 | |
| 4 | NEE |
Nextera Energy Inc
|
24,664 | $2,164,759 | |
| 5 | ES |
Eversource Energy
|
22,043 | $1,593,047 | |
| 6 | ED |
Consolidated Edison Inc
|
12,897 | $1,426,795 | |
| 7 | SO |
Southern Co
|
10,518 | $1,006,677 | |
| 8 | EVRG |
Evergy, Inc.
|
6,580 | $568,709 |
All Filings in PCG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,369,584 | 200,332 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,540,653 | 201,517 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,249,321 | 202,198 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,186,705 | 145,007 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $203,105 | 14,570 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $212,361 | 12,361 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||