Position in PCG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$168,284
+$15,599 QoQ
Shares Held
10,005
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#702
of 930 holders
Holding Since
Sep 2024
5 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, 2026Bridgewealth Advisory Group, LLC holds $635,722 across 3 Utilities - Regulated Electric names. PCG ranks #3 (26.5% of the industry book) .
All Filings in PCG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,284 | 10,005 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $152,685 | 10,125 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $141,044 | 10,118 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $221,273 | 10,965 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $209,779 | 10,611 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||