Synergy Asset Management, LLC

Position in PCG — PG&E Corp

CIK 1699080 VANCOUVER, WA

Position in PCG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,386,388

-$239,979 QoQ

Shares Held

82,425

-11.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#400

of 929 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Synergy Asset Management, LLC holds $4,772,437 across 3 Utilities - Regulated Electric names. PCG ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	24,620	$2,874,877
2	PCG	PG&E Corp This page	82,425	$1,386,388
3	NEE	Nextera Energy Inc	5,824	$511,172

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,386,388	82,425	-11.0%	Shares	Sole	2026-07-22
2026-03-31	$1,626,367	92,565	+95.9%	Shares	Sole	2026-05-13
2024-12-31	$953,605	47,255	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.