Position in PCG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,167,136
-$401,822 QoQ
Shares Held
69,390
-22.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#60
of 254 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. PCG ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
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|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in PCG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,136 | 69,390 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,568,958 | 89,298 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,218,423 | 75,820 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $762,064 | 50,535 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $161,352 | 11,575 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $202,806 | 11,805 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $160,850 | 7,971 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $137,892 | 6,975 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $119,248 | 6,830 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $100,005 | 5,967 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $103,813 | 5,758 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $94,391 | 5,852 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $95,297 | 5,515 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $92,264 | 5,706 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,942 | 796 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,975 | 158 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,576 | 158 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,886 | 158 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,918 | 158 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||