Position in PCG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$377,592
-$83,901 QoQ
Shares Held
22,449
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#584
of 930 holders
Holding Since
Sep 2025
4 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, 2026FAMILY WEALTH PARTNERS, LLC holds $951,527 across 3 Utilities - Regulated Electric names. PCG ranks #1 (39.7% of the industry book) .
All Filings in PCG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,592 | 22,449 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $461,493 | 26,266 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $293,856 | 18,286 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $221,268 | 14,673 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||