Root Financial Partners, LLC

Position in PCG — PG&E Corp

CIK 1977181 ENCINITAS, CA

Position in PCG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$377,255

+$105,500 QoQ

Shares Held

22,429

+45.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#585

of 930 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,118,371 across 4 Utilities - Regulated Electric names. PCG ranks #1 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp This page	22,429	$377,255
2	NEE	Nextera Energy Inc	2,879	$252,689
3	ES	Eversource Energy	3,468	$250,632
4	LNT	Alliant Energy Corp	3,117	$237,795

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,255	22,429	+45.0%	Shares	Sole	2026-07-29
2026-03-31	$271,755	15,467	+697.7%	Shares	Sole	2026-04-24
2025-12-31	$31,159	1,939	+9.9%	Shares	Sole	2026-02-10
2025-09-30	$26,601	1,764	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.