de Creative Planning PG&E PCG Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 28.9 M | Comprar |
1,719,188
+409,912
| +31% | +USD 6.9 M | 0.02% | 375 |
|
|
2026
Q1 | USD 23 M | Comprar |
1,309,276
+403,192
| +44% | +USD 6.86 M | 0.02% | 386 |
|
|
2025
Q4 | USD 14.6 M | Comprar |
906,084
+415,389
| +85% | +USD 6.63 M | 0.01% | 489 |
|
|
2025
Q3 | USD 7.4 M | Comprar |
490,695
+339,596
| +225% | +USD 4.95 M | 0.01% | 692 |
|
|
2025
Q2 | USD 2.11 M | Vender |
151,099
-42,143
| -22% | -USD 685 k | ﹤0.01% | 1273 |
|
|
2025
Q1 | USD 3.32 M | Comprar |
193,242
+33,172
| +21% | +USD 550 k | ﹤0.01% | 889 |
|
|
2024
Q4 | USD 3.23 M | Comprar |
160,070
+23,706
| +17% | +USD 482 k | ﹤0.01% | 858 |
|
|
2024
Q3 | USD 2.7 M | Comprar |
136,364
+25,006
| +22% | +USD 468 k | ﹤0.01% | 913 |
|
|
2024
Q2 | USD 1.94 M | Comprar |
111,358
+31,573
| +40% | +USD 556 k | ﹤0.01% | 999 |
|
|
2024
Q1 | USD 1.34 M | Comprar |
79,785
+2,707
| +4% | +USD 45.4 k | ﹤0.01% | 1155 |
|
|
2023
Q4 | USD 1.39 M | Comprar |
77,078
+14,576
| +23% | +USD 246 k | ﹤0.01% | 1077 |
|
|
2023
Q3 | USD 1.01 M | Vender |
62,502
-3,316
| -5% | -USD 57 k | ﹤0.01% | 1153 |
|
|
2023
Q2 | USD 1.14 M | Comprar |
65,818
+2,492
| +4% | +USD 42.2 k | ﹤0.01% | 1071 |
|
|
2023
Q1 | USD 1.02 M | Comprar |
63,326
+7,842
| +14% | +USD 124 k | ﹤0.01% | 1070 |
|
|
2022
Q4 | USD 902 k | Comprar |
55,484
+16,171
| +41% | +USD 245 k | ﹤0.01% | 1084 |
|
|
2022
Q3 | USD 491 k | Vender |
39,313
-2,035
| -5% | -USD 23.8 k | ﹤0.01% | 1342 |
|
|
2022
Q2 | USD 413 k | Comprar |
41,348
+15,152
| +58% | +USD 178 k | ﹤0.01% | 1425 |
|
|
2022
Q1 | USD 313 k | Vender |
26,196
-3,089
| -11% | -USD 36.5 k | ﹤0.01% | 1616 |
|
|
2021
Q4 | USD 356 k | Vender |
29,285
-2,316
| -7% | -USD 27.1 k | ﹤0.01% | 1509 |
|
|
2021
Q3 | USD 303 k | Vender |
31,601
-10,173
| -24% | -USD 96 k | ﹤0.01% | 1580 |
|
|
2021
Q2 | USD 425 k | Comprar |
41,774
+19,298
| +86% | +USD 207 k | ﹤0.01% | 1367 |
|
|
2021
Q1 | USD 263 k | Vender |
22,476
-28
| -0.1% | -USD 325 | ﹤0.01% | 1876 |
|
|
2020
Q4 | USD 280 k | Vender |
22,504
-36,444
| -62% | -USD 412 k | ﹤0.01% | 1672 |
|
|
2020
Q3 | USD 554 k | Vender |
58,948
-102,029
| -63% | -USD 945 k | ﹤0.01% | 1087 |
|
|
2020
Q2 | USD 1.43 M | Comprar |
160,977
+124,815
| +345% | +USD 1.36 M | ﹤0.01% | 616 |
|
|
2020
Q1 | USD 325 k | Vender |
36,162
-4,976
| -12% | -USD 66.1 k | ﹤0.01% | 1148 |
|
|
2019
Q4 | USD 447 k | Comprar |
41,138
+21,591
| +110% | +USD 185 k | ﹤0.01% | 1173 |
|
|
2019
Q3 | USD 195 k | Vender |
19,547
-5,112
| -21% | -USD 77.3 k | ﹤0.01% | 1618 |
|
|
2019
Q2 | USD 565 k | Comprar |
24,659
+4,222
| +21% | +USD 84.8 k | ﹤0.01% | 1014 |
|
|
2019
Q1 | USD 364 k | Vender |
20,437
-1,520
| -7% | -USD 24.6 k | ﹤0.01% | 1218 |
|
|
2018
Q4 | USD 521 k | Comprar |
21,957
+167
| +0.8% | +USD 5.98 k | ﹤0.01% | 949 |
|
|
2018
Q3 | USD 1 M | Comprar |
21,790
+1,116
| +5% | +USD 49.7 k | ﹤0.01% | 766 |
|
|
2018
Q2 | USD 880 k | Vender |
20,674
-315
| -2% | -USD 13.7 k | ﹤0.01% | 814 |
|
|
2018
Q1 | USD 922 k | Vender |
20,989
-4,596
| -18% | -USD 195 k | ﹤0.01% | 781 |
|
|
2017
Q4 | USD 1.15 M | Vender |
25,585
-122
| -0.5% | -USD 6.83 k | ﹤0.01% | 660 |
|
|
2017
Q3 | USD 1.75 M | Comprar |
25,707
+2,182
| +9% | +USD 150 k | 0.01% | 506 |
|
|
2017
Q2 | USD 1.56 M | Vender |
23,525
-266
| -1% | -USD 17.9 k | 0.01% | 522 |
|
|
2017
Q1 | USD 1.58 M | Comprar |
23,791
+3,285
| +16% | +USD 209 k | 0.01% | 504 |
|
|
2016
Q4 | USD 1.25 M | Vender |
20,506
-530
| -3% | -USD 31.7 k | 0.01% | 546 |
|
|
2016
Q3 | USD 1.29 M | Comprar |
21,036
+2,049
| +11% | +USD 130 k | 0.01% | 504 |
|
|
2016
Q2 | USD 1.21 M | Vender |
18,987
-1,020
| -5% | -USD 61.1 k | 0.01% | 462 |
|
|
2016
Q1 | USD 1.2 M | Vender |
20,007
-758
| -4% | -USD 42.2 k | 0.01% | 449 |
|
|
2015
Q4 | USD 1.1 M | Comprar |
20,765
+740
| +4% | +USD 39.3 k | 0.01% | 476 |
|
|
2015
Q3 | USD 1.06 M | Comprar |
20,025
+3
| +0% | +USD 153 | 0.01% | 455 |
|
|
2015
Q2 | USD 983 k | Comprar |
20,022
+916
| +5% | +USD 47.6 k | 0.01% | 476 |
|
|
2015
Q1 | USD 1.01 M | Comprar |
19,106
+2,118
| +12% | +USD 117 k | 0.01% | 451 |
|
|
2014
Q4 | USD 904 k | Comprar |
16,988
+886
| +6% | +USD 43.9 k | 0.01% | 485 |
|
|
2014
Q3 | USD 725 k | Vender |
16,102
-2,811
| -15% | -USD 129 k | 0.01% | 522 |
|
|
2014
Q2 | USD 908 k | Comprar |
18,913
+1,055
| +6% | +USD 47.8 k | 0.01% | 419 |
|
|
2014
Q1 | USD 771 k | Comprar |
17,858
+946
| +6% | +USD 40.1 k | 0.01% | 452 |
|
|
2013
Q4 | USD 681 k | Vender |
16,912
-1,177
| -7% | -USD 48.2 k | 0.01% | 429 |
|
|
2013
Q3 | USD 740 k | Comprar |
18,089
+5,436
| +43% | +USD 236 k | 0.01% | 333 |
|
|
2013
Q2 | USD 579 k | Comprar |
+12,653
| Nuevas | +USD 584 k | 0.01% | 370 |
|
Otros fondos que tienen PCG en su cartera
Posición de Creative Planning en PCG: resumen de T2 2026
Creative Planning aumentó su participación en PG&E (PCG) en 31% durante T2 2026, al comprar aproximadamente USD 6.9 M y elevar la posición a 1,719,188 acciones con un valor de USD 28.9 M. La posición representa 0.02% de la cartera y ocupa el puesto #375.
Creative Planning reportó por primera vez una posición en PCG en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 938 fondos que sigue Wall St. Rank mantienen una posición en PCG.
- Al cierre de T2 2026, Creative Planning tenía 1,719,188 acciones de PG&E con un valor de USD 28.9 M.
- Creative Planning compró 409,912 acciones de PG&E en T2 2026, por un monto estimado de USD 6.9 M.
- PG&E representó 0.02% de la cartera de Creative Planning en T2 2026 y fue su posición número 375.
- Creative Planning reportó por primera vez una posición en PG&E en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 938 fondos que sigue Wall St. Rank tenían PG&E en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.