Position in PCG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$957,814
-$32,993 QoQ
Shares Held
56,945
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#447
of 935 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $20,542,510 across 15 Utilities - Regulated Electric names. PCG ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,075 | $8,432,502 | |
| 2 | KEP |
Korea Electric Power Corp
|
156,660 | $1,895,586 | |
| 3 | DUK |
Duke Energy CORP
|
14,305 | $1,810,726 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,712 | $1,465,508 | |
| 5 | D |
Dominion Energy, Inc
|
21,346 | $1,457,718 | |
| 6 | SO |
Southern Co
|
14,219 | $1,360,900 | |
| 7 | PCG |
PG&E Corp
This page
|
56,945 | $957,814 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,978 | $581,281 |
All Filings in PCG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,814 | 56,945 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $990,807 | 56,392 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $494,072 | 30,745 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $491,110 | 32,567 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $516,184 | 37,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $650,881 | 37,886 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $786,919 | 38,995 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $843,566 | 42,669 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $886,304 | 50,762 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||