Flatrock Wealth Partners LLC

Position in PCG — PG&E Corp

CIK 2130067 NEWPORT BEACH, CA

Position in PCG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$440,835

-$37,806 QoQ

Shares Held

26,209

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#554

of 930 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Flatrock Wealth Partners LLC holds $1,778,932 across 5 Utilities - Regulated Electric names. PCG ranks #1 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp This page	26,209	$440,835
2	EIX	Edison International	5,742	$427,491
3	ED	Consolidated Edison Inc	3,175	$351,250
4	AEP	American Electric Power Co Inc	2,124	$290,584
5	ES	Eversource Energy	3,719	$268,772

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,835	26,209	-3.8%	Shares	Sole	2026-08-14
2026-03-31	$478,641	27,242	+6.1%	Shares	Sole	2026-04-29
2025-12-31	$412,757	25,685	—	Shares	Sole	2026-05-26
No filing history on record for this holder in this stock.