Position in PCG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$559,836
+$93,986 QoQ
Shares Held
33,284
+25.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#526
of 930 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Soltis Investment Advisors LLC holds $33,657,409 across 11 Utilities - Regulated Electric names. PCG ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
81,719 | $11,179,976 | |
| 2 | ETR |
Entergy Corp /De/
|
80,942 | $9,296,998 | |
| 3 | ES |
Eversource Energy
|
118,065 | $8,532,557 | |
| 4 | NEE |
Nextera Energy Inc
|
12,312 | $1,080,624 | |
| 5 | DUK |
Duke Energy CORP
|
7,233 | $915,553 | |
| 6 | EIX |
Edison International
|
8,713 | $648,682 | |
| 7 | PCG |
PG&E Corp
This page
|
33,284 | $559,836 | |
| 8 | SO |
Southern Co
|
4,681 | $448,018 |
All Filings in PCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,836 | 33,284 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $465,850 | 26,514 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $327,811 | 20,399 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||