Position in PCG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$179,957
New position
Shares Held
10,699
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#695
of 934 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $9,279,273 across 7 Utilities - Regulated Electric names. PCG ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,032 | $3,250,298 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
19,271 | $2,250,274 | |
| 3 | PPL |
PPL Corp
|
54,894 | $1,995,396 | |
| 4 | SO |
Southern Co
|
8,976 | $859,092 | |
| 5 | DTE |
Dte Energy Co
|
2,656 | $404,694 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,482 | $339,562 | |
| 7 | PCG |
PG&E Corp
This page
|
10,699 | $179,957 |
All Filings in PCG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,957 | 10,699 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||