BAKER TILLY WEALTH MANAGEMENT, LLC

Position in PCG — PG&E Corp

CIK 1840565 MADISON, WI

Position in PCG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$263,754

-$16,048 QoQ

Shares Held

15,681

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#639

of 930 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $842,791 across 3 Utilities - Regulated Electric names. PCG ranks #3 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	3,380	$296,662
2	AEP	American Electric Power Co Inc	2,064	$282,375
3	PCG	PG&E Corp This page	15,681	$263,754

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,754	15,681	-1.5%	Shares	Sole	2026-07-17
2026-03-31	$279,802	15,925	-1.2%	Shares	Sole	2026-04-10
2025-12-31	$259,016	16,118	-9.7%	Shares	Sole	2026-01-08
2025-03-31	$306,577	17,845	+9.2%	Shares	Sole	2025-04-09
2024-12-31	$329,680	16,337	+4.6%	Shares	Sole	2025-01-10
2024-09-30	$308,846	15,622	-32.4%	Shares	Sole	2024-10-24
2024-06-30	$403,779	23,126	-59.8%	Shares	Sole	2024-07-18
2024-03-31	$964,102	57,524	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$1,042,873	57,841	+2.1%	Shares	Sole	2024-01-10
2023-09-30	$913,780	56,651	+1.5%	Shares	Sole	2023-10-10
2023-06-30	$964,483	55,815	+6.7%	Shares	Sole	2023-07-20
2023-03-31	$846,062	52,323	-2.9%	Shares	Sole	2023-04-12
2022-12-31	$876,137	53,883	+6.2%	Shares	Sole	2023-01-26
2022-09-30	$634,012	50,721	-1.1%	Shares	Sole	2022-10-20
2022-06-30	$512,003	51,303	+3.2%	Shares	Sole	2022-07-28
2022-03-31	$593,680	49,722	+48.2%	Shares	Sole	2022-04-27
2021-12-31	$407,236	33,545	+28.7%	Shares	Sole	2022-02-08
2021-09-30	$250,156	26,058	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.