Position in PCG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$218,071
-$37,484 QoQ
Shares Held
12,965
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#671
of 930 holders
Holding Since
Mar 2025
6 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, 2026Kaufman Rossin Wealth, LLC holds $704,899 across 2 Utilities - Regulated Electric names. PCG ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
6,539 | $486,828 | |
| 2 | PCG |
PG&E Corp
This page
|
12,965 | $218,071 |
All Filings in PCG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,071 | 12,965 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $255,555 | 14,545 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $680,435 | 42,342 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $174,098 | 11,545 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $309,244 | 22,184 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $307,676 | 17,909 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||