Position in PCG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,044,385
-$1,643,392 QoQ
Shares Held
240,451
-25.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#289
of 930 holders
Holding Since
Mar 2025
6 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, 2026Focus Partners Advisor Solutions, LLC holds $31,247,295 across 21 Utilities - Regulated Electric names. PCG ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
61,492 | $4,578,079 | |
| 2 | SO |
Southern Co
|
42,293 | $4,047,863 | |
| 3 | PCG |
PG&E Corp
This page
|
240,451 | $4,044,385 | |
| 4 | ES |
Eversource Energy
|
36,529 | $2,639,950 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,388 | $2,378,852 | |
| 6 | NEE |
Nextera Energy Inc
|
21,766 | $1,910,401 | |
| 7 | AEE |
Ameren Corp
|
14,481 | $1,636,932 | |
| 8 | DUK |
Duke Energy CORP
|
12,304 | $1,557,440 |
All Filings in PCG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,044,385 | 240,451 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $5,687,777 | 323,721 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,597,000 | 286,061 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,045,481 | 201,955 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $615,158 | 44,129 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $816,273 | 47,513 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||