Position in PCG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$497,449,756
+$26,869,673 QoQ
Shares Held
28,312,451
-3.3% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.30467065532405.ToString("F0")%
Shared 0.4819399069335255.ToString("F0")%
None 22.213389437742425.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. PCG ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in PCG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $497,449,756 | 28,312,451 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $470,580,083 | 29,283,142 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $510,094,550 | 33,825,899 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $805,537,489 | 57,786,047 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,121,991,849 | 123,515,242 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,599,789,976 | 128,830,029 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $2,642,063,225 | 133,640,022 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,266,213,272 | 129,794,575 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,113,881,490 | 126,126,581 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $2,216,042,952 | 122,908,650 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $1,815,862,582 | 112,576,726 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,622,548,809 | 93,897,501 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,010,659,032 | 62,502,105 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $704,445,193 | 43,323,813 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $112,649,473 | 9,011,958 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $87,698,418 | 8,787,417 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $78,024,337 | 6,534,702 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $68,936,405 | 5,678,452 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $76,972,203 | 8,017,938 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $175,449,696 | 17,251,691 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $41,963,753 | 3,583,583 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $27,855,496 | 2,235,594 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $39,647,611 | 4,222,323 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,737,846 | 1,323,320 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,092,301 | 121,502 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||