Position in PCG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$792,137
-$34,390 QoQ
Shares Held
47,095
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#469
of 930 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026QTR Family Wealth, LLC holds $3,764,696 across 8 Utilities - Regulated Electric names. PCG ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
11,095 | $826,022 | |
| 2 | PCG |
PG&E Corp
This page
|
47,095 | $792,137 | |
| 3 | ES |
Eversource Energy
|
8,593 | $621,016 | |
| 4 | DTE |
Dte Energy Co
|
2,376 | $362,031 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,366 | $354,344 | |
| 6 | NEE |
Nextera Energy Inc
|
4,005 | $351,518 | |
| 7 | PPL |
PPL Corp
|
6,737 | $244,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,555 | $212,739 |
All Filings in PCG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,137 | 47,095 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $826,527 | 47,042 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $671,034 | 41,757 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $363,171 | 24,083 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||