Position in PCG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$523,387
-$23,338 QoQ
Shares Held
31,117
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#535
of 930 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $11,668,729 across 7 Utilities - Regulated Electric names. PCG ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,534 | $2,592,199 | |
| 2 | EXC |
Exelon Corp
|
54,367 | $2,534,589 | |
| 3 | DUK |
Duke Energy CORP
|
16,596 | $2,100,721 | |
| 4 | SO |
Southern Co
|
17,842 | $1,707,657 | |
| 5 | XEL |
Xcel Energy Inc
|
18,847 | $1,513,414 | |
| 6 | D |
Dominion Energy, Inc
|
10,203 | $696,762 | |
| 7 | PCG |
PG&E Corp
This page
|
31,117 | $523,387 |
All Filings in PCG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,387 | 31,117 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $546,725 | 31,117 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $504,067 | 31,367 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $471,053 | 31,237 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $434,523 | 31,171 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $567,180 | 33,014 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $629,050 | 31,172 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $618,959 | 31,308 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $543,302 | 31,117 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $521,520 | 31,117 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $561,039 | 31,117 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $501,917 | 31,117 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $537,701 | 31,117 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $503,161 | 31,117 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $505,962 | 31,117 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $375,475 | 30,038 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $299,779 | 30,038 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $358,653 | 30,038 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $364,661 | 30,038 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $288,364 | 30,038 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $305,486 | 30,038 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $351,744 | 30,038 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $374,273 | 30,038 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $282,056 | 30,038 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $266,437 | 30,038 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||