Position in PCG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,662,588
+$153,502 QoQ
Shares Held
98,846
+15.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#381
of 929 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $6,728,640 across 7 Utilities - Regulated Electric names. PCG ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
13,911 | $1,760,853 | |
| 2 | PCG |
PG&E Corp
This page
|
98,846 | $1,662,588 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,786 | $1,338,821 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
8,499 | $992,427 | |
| 5 | NEE |
Nextera Energy Inc
|
4,341 | $381,008 | |
| 6 | ETR |
Entergy Corp /De/
|
3,058 | $351,241 | |
| 7 | XEL |
Xcel Energy Inc
|
3,010 | $241,702 |
All Filings in PCG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,662,588 | 98,846 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,509,086 | 85,890 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,370,867 | 85,306 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,218,690 | 80,815 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $974,698 | 69,921 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,179,663 | 68,665 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,214,170 | 60,167 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $1,221,171 | 61,769 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,291,236 | 73,954 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,327,894 | 79,230 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,405,510 | 77,954 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $1,424,633 | 88,322 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,496,016 | 86,575 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||