Position in PCG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$327,552
-$245,282 QoQ
Shares Held
19,474
-40.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#605
of 935 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ariadne Wealth Management, LP holds $1,370,767 across 5 Utilities - Regulated Electric names. PCG ranks #2 (23.9% of the industry book) .
All Filings in PCG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,552 | 19,474 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $572,834 | 32,603 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $420,584 | 26,172 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $215,990 | 14,323 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||