Position in PCG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$139,267,847
+$17,085,840 QoQ
Shares Held
7,926,457
+4.3% QoQ
Ownership
0.296%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66.98981650944425.ToString("F0")%
Shared 20.490352751550915.ToString("F0")%
None 12.519830739004828.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. PCG ranks #15 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in PCG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,267,847 | 7,926,457 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $122,182,007 | 7,603,112 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $115,705,534 | 7,672,781 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $105,596,180 | 7,575,049 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $126,472,938 | 7,361,638 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $153,050,405 | 7,584,262 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $136,682,265 | 6,913,620 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $116,139,081 | 6,651,723 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $105,863,146 | 6,316,417 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $107,111,955 | 5,940,763 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $87,499,182 | 5,424,624 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $95,763,737 | 5,541,883 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $86,458,676 | 5,346,857 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $82,436,539 | 5,069,898 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,363,399 | 4,429,072 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $42,515,157 | 4,260,036 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $40,789,236 | 3,416,184 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,413,929 | 2,505,266 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $24,030,230 | 2,503,149 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $23,412,214 | 2,302,086 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $25,485,222 | 2,176,364 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $23,939,846 | 1,921,336 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $6,698,394 | 713,354 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,782,952 | 539,228 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,924,047 | 547,725 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||