Position in PCG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,310
+$24,662 QoQ
Shares Held
32,970
+3896.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#739
of 930 holders
Holding Since
Dec 2022
8 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, 2026Coppell Advisory Solutions LLC holds $1,119,952 across 5 Utilities - Regulated Electric names. PCG ranks #3 (3.7% of the industry book) .
All Filings in PCG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,310 | 32,970 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $16,648 | 825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $296 | 15 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261 | 15 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $270 | 15 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $532 | 33 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $259 | 15 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $536 | 33 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||