Fi3 FINANCIAL ADVISORS, LLC

Position in PCG — PG&E Corp

CIK 1862427 INDIANAPOLIS, IN

Position in PCG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$211,763

-$543,237 QoQ

Shares Held

12,590

-70.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#677

of 930 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $1,044,430 across 5 Utilities - Regulated Electric names. PCG ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	14,027	$354,322
2	NEE	Nextera Energy Inc	3,599	$315,884
3	PCG	PG&E Corp This page	12,590	$211,763
4	ES	Eversource Energy	1,634	$118,089
5	EIX	Edison International	596	$44,372

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,763	12,590	-70.7%	Shares	Sole	2026-08-14
2026-03-31	$755,000	42,971	+35.7%	Shares	Sole	2026-05-07
2025-12-31	$508,872	31,666	+119.0%	Shares	Sole	2026-02-06
2025-09-30	$218,011	14,457	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.