Allegiance Financial Group Advisory Services LLC

Position in PCG — PG&E Corp

CIK 1964068 VIENNA, VA

Back to PCG Full portfolio

Position in PCG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$886,195

+$2,864 QoQ

Shares Held

52,687

+4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#457

of 930 holders

Holding Since

Mar 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, 2026

Allegiance Financial Group Advisory Services LLC holds $3,045,420 across 6 Utilities - Regulated Electric names. PCG ranks #1 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp This page	52,687	$886,195
2	EIX	Edison International	11,864	$883,274
3	ES	Eversource Energy	6,315	$456,385
4	DUK	Duke Energy CORP	2,664	$337,209
5	D	Dominion Energy, Inc	3,634	$248,165
6	DTE	Dte Energy Co	1,537	$234,192

All Filings in PCG

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$886,195	52,687	+4.8%	Shares	Sole	2026-07-27
2026-03-31	$883,331	50,275	+19.2%	Shares	Sole	2026-05-08
2025-12-31	$677,784	42,177	+83.0%	Shares	Sole	2026-02-03
2025-09-30	$347,518	23,045	+103.4%	Shares	Sole	2025-10-30
2025-03-31	$194,666	11,331	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.