Position in PCG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$644,105
New position
Shares Held
38,294
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#503
of 930 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STEPH & CO holds $3,846,297 across 12 Utilities - Regulated Electric names. PCG ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,981 | $1,165,481 | |
| 2 | DUK |
Duke Energy CORP
|
6,746 | $853,908 | |
| 3 | PCG |
PG&E Corp
This page
|
38,294 | $644,105 | |
| 4 | EXC |
Exelon Corp
|
13,460 | $627,505 | |
| 5 | XEL |
Xcel Energy Inc
|
1,713 | $137,553 | |
| 6 | NEE |
Nextera Energy Inc
|
1,284 | $112,696 | |
| 7 | MGEE |
Mge Energy Inc
|
1,272 | $103,718 | |
| 8 | DTE |
Dte Energy Co
|
573 | $87,308 |
All Filings in PCG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,105 | 38,294 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||