Position in PCG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$900,088
-$272,937 QoQ
Shares Held
53,513
-19.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#454
of 930 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, 2026Rothschild Wealth LLC holds $5,354,559 across 11 Utilities - Regulated Electric names. PCG ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
15,276 | $1,137,298 | |
| 2 | PCG |
PG&E Corp
This page
|
53,513 | $900,088 | |
| 3 | ES |
Eversource Energy
|
8,512 | $615,162 | |
| 4 | EXC |
Exelon Corp
|
11,078 | $516,456 | |
| 5 | DUK |
Duke Energy CORP
|
3,865 | $489,231 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,795 | $326,372 | |
| 7 | NEE |
Nextera Energy Inc
|
3,604 | $316,323 | |
| 8 | DTE |
Dte Energy Co
|
2,013 | $306,720 |
All Filings in PCG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,088 | 53,513 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,173,025 | 66,763 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $642,526 | 39,983 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $172,439 | 11,435 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||