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CLA (CliftonLarsonAllen) Wealth Advisors’s PG&E PCG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523K Hold
31,117
– – 0.01% 233
2026
Q1 		$547K Sell
31,117
-250
-0.8% -$4.25K 0.01% 201
2025
Q4 		$504K Buy
31,367
+130
+0.4% +$2.08K 0.01% 190
2025
Q3 		$471K Buy
31,237
+66
+0.2% +$963 0.01% 186
2025
Q2 		$435K Sell
31,171
-1,843
-6% -$30K 0.01% 187
2025
Q1 		$567K Buy
33,014
+1,842
+6% +$30.6K 0.01% 171
2024
Q4 		$629K Sell
31,172
-136
-0.4% -$2.77K 0.01% 162
2024
Q3 		$619K Buy
31,308
+191
+0.6% +$3.57K 0.01% 159
2024
Q2 		$543K Hold
31,117
– – 0.01% 158
2024
Q1 		$522K Hold
31,117
– – 0.01% 163
2023
Q4 		$561K Hold
31,117
– – 0.01% 165
2023
Q3 		$502K Hold
31,117
– – 0.01% 157
2023
Q2 		$538K Hold
31,117
– – 0.02% 154
2023
Q1 		$503K Hold
31,117
– – 0.01% 161
2022
Q4 		$506K Buy
31,117
+1,079
+4% +$16.3K 0.02% 166
2022
Q3 		$375K Hold
30,038
– – 0.05% 82
2022
Q2 		$300K Hold
30,038
– – 0.01% 177
2022
Q1 		$359K Hold
30,038
– – 0.01% 183
2021
Q4 		$365K Hold
30,038
– – 0.01% 168
2021
Q3 		$288K Hold
30,038
– – 0.01% 274
2021
Q2 		$305K Hold
30,038
– – 0.01% 268
2021
Q1 		$352K Hold
30,038
– – 0.02% 161
2020
Q4 		$374K Hold
30,038
– – 0.02% 155
2020
Q3 		$282K Hold
30,038
– – 0.02% 151
2020
Q2 		$266K Buy
+30,038
New +$327K 0.02% 152
2019
Q4 		$327K Hold
30,038
– – 0.03% 144
2019
Q3 		$300K Hold
30,038
– – 0.03% 133
2019
Q2 		$688K Hold
30,038
– – 0.07% 89
2019
Q1 		$535K Hold
30,038
– – 0.06% 92
2018
Q4 		$713K Hold
30,038
– – 0.07% 114
2018
Q3 		$1.38M Hold
30,038
– – 0.13% 74
2018
Q2 		$1.28M Hold
30,038
– – 0.13% 77
2018
Q1 		$1.32M Hold
30,038
– – 0.13% 77
2017
Q4 		$1.35M Hold
30,038
– – 0.14% 68
2017
Q3 		$2.04M Hold
30,038
– – 0.22% 58
2017
Q2 		$1.99M Hold
30,038
– – 0.22% 57
2017
Q1 		$1.99M Sell
30,038
-130
-0.4% -$8.29K 0.22% 56
2016
Q4 		$1.83M Sell
30,168
-195
-0.6% -$11.7K 0.21% 59
2016
Q3 		$1.86M Sell
30,363
-127
-0.4% -$8.06K 0.23% 58
2016
Q2 		$1.95M Buy
30,490
+2
+0% +$120 0.28% 54
2016
Q1 		$1.82M Sell
30,488
-457
-1% -$25.5K 0.29% 53
2015
Q4 		$1.65M Buy
30,945
+1
+0% +$53 0.28% 60
2015
Q3 		$1.63M Buy
30,944
+462
+2% +$23.6K 0.31% 58
2015
Q2 		$1.5M Buy
30,482
+2
+0% +$104 0.3% 47
2015
Q1 		$1.62M Buy
+30,480
New +$1.68M 0.36% 41

Other funds holding PCG

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PCG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its PG&E (PCG) position steady in Q2 2026 at 31,117 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #233.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PCG in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.04M in Q3 2017. 281 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 31,117 shares of PG&E worth $523K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its PG&E share count unchanged in Q2 2026.
  • PG&E made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PG&E in Q1 2015 and has held it in 45 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's PG&E position peaked at $2.04M in Q3 2017.
  • 281 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.