Position in PCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$100,305,829
+$22,947,068 QoQ
Shares Held
5,708,926
+18.6% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 14.454084708752573.ToString("F0")%
Shared 0.ToString("F0")%
None 85.54591529124743.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026IEQ CAPITAL, LLC holds $271,129,469 across 20 Utilities - Regulated Electric names. PCG ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
This page
|
5,708,926 | $100,305,829 | |
| 2 | EIX |
Edison International
|
1,347,064 | $98,578,143 | |
| 3 | ES |
Eversource Energy
|
304,733 | $21,111,902 | |
| 4 | FTS |
Fortis Inc.
|
327,871 | $18,291,922 | |
| 5 | POR |
Portland General Electric Co /Or/
|
118,756 | $6,266,754 | |
| 6 | AEP |
American Electric Power Co Inc
|
39,125 | $5,128,504 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
60,697 | $4,002,360 | |
| 8 | SO |
Southern Co
|
33,131 | $3,197,804 |
All Filings in PCG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,305,829 | 5,708,926 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $77,358,761 | 4,813,862 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,174,597 | 2,465,159 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,210,283 | 517,237 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $13,199,960 | 768,333 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,850,102 | 141,234 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $685,801 | 34,689 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $518,090 | 29,673 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $413,318 | 24,661 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $349,529 | 19,386 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $306,744 | 19,017 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $249,298 | 14,427 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $216,031 | 13,360 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $189,429 | 11,650 | Shares | Other | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||