Position in PCG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$83,427
-$14,262 QoQ
Shares Held
4,960
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#722
of 930 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Covestor Ltd holds $1,039,240 across 30 Utilities - Regulated Electric names. PCG ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
2,584 | $133,928 | |
| 2 | EXC |
Exelon Corp
|
2,671 | $124,522 | |
| 3 | ED |
Consolidated Edison Inc
|
916 | $101,337 | |
| 4 | PCG |
PG&E Corp
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|
4,960 | $83,427 | |
| 5 | NEE |
Nextera Energy Inc
|
822 | $72,146 | |
| 6 | PPL |
PPL Corp
|
1,291 | $46,927 | |
| 7 | CMS |
Cms Energy Corp
|
588 | $44,982 | |
| 8 | DUK |
Duke Energy CORP
|
355 | $44,935 |
All Filings in PCG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,427 | 4,960 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $97,689 | 5,560 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $121,553 | 7,564 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $136,157 | 9,029 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $104,340 | 7,485 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $97,943 | 5,701 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $87,924 | 4,357 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $123,384 | 6,241 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $119,566 | 6,848 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $83,749 | 4,997 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $51,619 | 2,863 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $52,116 | 3,231 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $79,747 | 4,615 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $18,094 | 1,119 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,414 | 1,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,562 | 1,325 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,966 | 1,700 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,509 | 1,634 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $57,082 | 4,702 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||