Position in PCG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$292,281
-$19,322 QoQ
Shares Held
17,377
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#625
of 929 holders
Holding Since
Dec 2023
11 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, 2026Souders Financial Advisors holds $5,126,516 across 6 Utilities - Regulated Electric names. PCG ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,388 | $2,052,764 | |
| 2 | DUK |
Duke Energy CORP
|
12,253 | $1,550,984 | |
| 3 | CNP |
Centerpoint Energy Inc
|
12,564 | $553,318 | |
| 4 | D |
Dominion Energy, Inc
|
6,288 | $429,407 | |
| 5 | PCG |
PG&E Corp
This page
|
17,377 | $292,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,811 | $247,762 |
All Filings in PCG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,281 | 17,377 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $311,603 | 17,735 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $348,526 | 21,688 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $350,504 | 23,243 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $514,065 | 36,877 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,068,991 | 62,223 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,694,151 | 133,506 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,761,084 | 190,242 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,279,267 | 187,816 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $3,047,806 | 181,850 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,067,984 | 170,160 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||