Position in PCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,105,688
+$6,613,047 QoQ
Shares Held
1,087,404
+39.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 34.71478861582264.ToString("F0")%
Shared 0.ToString("F0")%
None 65.28521138417737.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $303,422,321 across 36 Utilities - Regulated Electric names. PCG ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
359,935 | $33,430,762 | |
| 2 | DUK |
Duke Energy CORP
|
225,404 | $29,514,399 | |
| 3 | ED |
Consolidated Edison Inc
|
249,548 | $28,243,842 | |
| 4 | AEP |
American Electric Power Co Inc
|
193,428 | $25,354,542 | |
| 5 | EVRG |
Evergy, Inc.
|
302,333 | $24,767,119 | |
| 6 | SO |
Southern Co
|
235,866 | $22,765,786 | |
| 7 | EIX |
Edison International
|
266,744 | $19,520,325 | |
| 8 | PCG |
PG&E Corp
This page
|
1,087,404 | $19,105,688 |
All Filings in PCG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,105,688 | 1,087,404 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,492,641 | 777,389 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,552,169 | 434,494 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,125,543 | 80,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,561,971 | 90,918 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,644,367 | 131,039 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,997,270 | 151,607 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,175,051 | 468,216 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,335,416 | 437,674 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,323,423 | 461,643 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $7,316,390 | 453,589 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,006,798 | 405,486 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,527,714 | 341,850 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $426,922 | 26,256 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $330,425 | 26,434 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $267,004 | 26,754 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $298,714 | 25,018 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $238,866 | 19,676 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $179,030 | 18,649 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $135,057 | 13,280 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $150,789 | 12,877 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||