Position in PCG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$228,163
-$56,874 QoQ
Shares Held
13,565
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#665
of 930 holders
Holding Since
Dec 2025
3 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, 2026COGENT STRATEGIC WEALTH LLC holds $501,320 across 2 Utilities - Regulated Electric names. PCG ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
3,669 | $273,157 | |
| 2 | PCG |
PG&E Corp
This page
|
13,565 | $228,163 |
All Filings in PCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,163 | 13,565 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $285,037 | 16,223 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $192,840 | 12,000 | Shares | Sole | 2026-03-02 | |
| No filing history on record for this holder in this stock. | ||||||