Position in PCG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$299,984
-$253,875 QoQ
Shares Held
17,835
-43.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#622
of 934 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. PCG ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,997 | $3,686,076 | |
| 2 | DUK |
Duke Energy CORP
|
18,393 | $2,328,185 | |
| 3 | ED |
Consolidated Edison Inc
|
15,978 | $1,767,646 | |
| 4 | SO |
Southern Co
|
13,946 | $1,334,771 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,373 | $461,460 | |
| 6 | EIX |
Edison International
|
5,724 | $426,151 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 8 | PCG |
PG&E Corp
This page
|
17,835 | $299,984 |
All Filings in PCG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,984 | 17,835 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $553,859 | 31,523 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $479,496 | 29,838 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $181,548 | 12,039 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||