Position in PCG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,628,882
+$384,944 QoQ
Shares Held
96,842
+36.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#388
of 934 holders
Holding Since
Mar 2024
9 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names. PCG ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,930 | $2,626,956 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
29,601 | $2,402,417 | |
| 3 | SO |
Southern Co
|
18,246 | $1,746,324 | |
| 4 | PCG |
PG&E Corp
This page
|
96,842 | $1,628,882 | |
| 5 | EIX |
Edison International
|
20,803 | $1,548,783 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,647 | $1,319,806 | |
| 7 | ES |
Eversource Energy
|
13,214 | $954,975 | |
| 8 | ED |
Consolidated Edison Inc
|
7,944 | $878,844 |
All Filings in PCG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,628,882 | 96,842 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,243,938 | 70,799 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,142,271 | 71,081 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $735,647 | 48,783 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $201,154 | 14,430 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $462,929 | 22,940 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $419,341 | 21,211 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $300,102 | 17,188 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $269,366 | 16,072 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||