Position in PCG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,280,690
-$32,456 QoQ
Shares Held
76,141
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#411
of 930 holders
Holding Since
Jun 2025
5 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $5,116,793 across 6 Utilities - Regulated Electric names. PCG ranks #2 (25.0% of the industry book) .
All Filings in PCG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,280,690 | 76,141 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,313,146 | 74,738 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,100,039 | 68,453 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $843,620 | 55,943 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $148,920 | 10,683 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||