Fermata Advisors, LLC

Position in PCG — PG&E Corp

CIK 1859259 SONOMA, CA

Position in PCG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$229,727

New position

Shares Held

13,658

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#664

of 930 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fermata Advisors, LLC holds $730,068 across 3 Utilities - Regulated Electric names. PCG ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	2,010	$274,988
2	PCG	PG&E Corp This page	13,658	$229,727
3	ED	Consolidated Edison Inc	2,037	$225,353

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,727	13,658	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.