Legacy Capital Wealth Partners, LLC

Position in PCG — PG&E Corp

CIK 1766228 LITTLE ROCK, AR

Position in PCG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$194,287

-$3,428 QoQ

Shares Held

11,551

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#683

of 930 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $1,721,889 across 5 Utilities - Regulated Electric names. PCG ranks #5 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,767	$506,169
2	WEC	Wec Energy Group, Inc.	3,745	$437,303
3	IDA	Idacorp Inc	2,057	$311,224
4	DUK	Duke Energy CORP	2,156	$272,906
5	PCG	PG&E Corp This page	11,551	$194,287

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,287	11,551	+2.6%	Shares	Sole	2026-08-12
2026-03-31	$197,715	11,253	+6.3%	Shares	Sole	2026-05-15
2025-12-31	$170,197	10,591	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.