Position in PCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$267,503,794
+$29,078,347 QoQ
Shares Held
15,225,031
+2.6% QoQ
Ownership
0.568%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99459442808359.ToString("F0")%
Shared 0.ToString("F0")%
None 0.005405571916405293.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,590,780,750 across 35 Utilities - Regulated Electric names. PCG ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,515,154 | $1,626,807,502 | |
| 2 | DUK |
Duke Energy CORP
|
9,104,608 | $1,192,157,369 | |
| 3 | SO |
Southern Co
|
7,111,271 | $686,379,876 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,441,582 | $629,971,948 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,511,986 | $460,351,124 | |
| 6 | ES |
Eversource Energy
|
5,873,103 | $406,888,574 | |
| 7 | D |
Dominion Energy, Inc
|
5,808,040 | $359,053,032 | |
| 8 | EXC |
Exelon Corp
|
7,117,732 | $348,911,222 |
All Filings in PCG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,503,794 | 15,225,031 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,425,447 | 14,836,680 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $212,166,009 | 14,069,364 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $185,818,750 | 13,329,896 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $221,321,796 | 12,882,526 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $245,429,684 | 12,162,026 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $228,538,728 | 11,559,875 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $199,742,557 | 11,440,009 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $187,164,903 | 11,167,357 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $196,812,126 | 10,915,814 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $170,702,273 | 10,582,906 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $142,340,941 | 8,237,323 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $132,592,868 | 8,199,930 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $132,733,274 | 8,163,178 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99,718,350 | 7,977,468 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,992,344 | 4,508,251 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $54,744,864 | 4,584,997 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $53,015,003 | 4,366,969 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $42,495,177 | 4,426,581 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $46,585,647 | 4,580,693 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $53,096,137 | 4,534,256 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $49,261,544 | 3,953,575 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,793,776 | 3,918,400 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,764,759 | 1,326,354 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $14,285,946 | 1,589,093 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||