Position in PCG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$672,900
-$30,005 QoQ
Shares Held
40,006
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#494
of 929 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $23,078,400 across 7 Utilities - Regulated Electric names. PCG ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
70,389 | $6,736,931 | |
| 2 | EIX |
Edison International
|
71,827 | $5,347,520 | |
| 3 | D |
Dominion Energy, Inc
|
74,040 | $5,056,191 | |
| 4 | DUK |
Duke Energy CORP
|
30,595 | $3,872,715 | |
| 5 | NEE |
Nextera Energy Inc
|
12,351 | $1,084,047 | |
| 6 | PCG |
PG&E Corp
This page
|
40,006 | $672,900 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,252 | $308,096 |
All Filings in PCG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,900 | 40,006 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $702,905 | 40,006 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $699,141 | 43,506 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $678,690 | 45,006 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $637,141 | 45,706 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $787,977 | 45,866 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $926,827 | 45,928 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $918,870 | 46,478 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $817,162 | 46,802 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $866,508 | 51,701 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $924,939 | 51,300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $817,791 | 50,700 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $869,184 | 50,300 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $826,287 | 51,100 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $850,398 | 52,300 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $705,000 | 56,400 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $549,898 | 55,100 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $657,894 | 55,100 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $653,132 | 53,800 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||