Position in PCG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$577,750
-$457,702 QoQ
Shares Held
34,349
-41.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#519
of 930 holders
Holding Since
Sep 2025
4 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, 2026waypoint wealth counsel holds $1,284,503 across 2 Utilities - Regulated Electric names. PCG ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
9,493 | $706,753 | |
| 2 | PCG |
PG&E Corp
This page
|
34,349 | $577,750 |
All Filings in PCG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,750 | 34,349 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,035,452 | 58,933 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,018,387 | 63,372 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $708,578 | 46,988 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||