KFP
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Kerr Financial Planning’s PG&E PCG Stock Holding History

Kerr Financial Planning’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 		$33.8K Sell
2,011
-555
-22% -$9.34K 0.04% 215
2026
Q1 		$42.2K Buy
2,566
+6
+0.2% +$102 0.03% 191
2025
Q4 		$41.5K Buy
2,560
+4
+0.2% +$64 0.06% 196
2025
Q3 		$42.4K Buy
+2,556
New +$37.3K 0.06% 179

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kerr Financial Planning's PCG Position: Q2 2026 in Review

Kerr Financial Planning reduced its PG&E (PCG) stake by 22% in Q2 2026, selling an estimated $9.34K and leaving 2,011 shares worth $33.8K. The position accounts for 0.04% of the portfolio, ranked #215.

Kerr Financial Planning first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $42.4K in Q3 2025. 930 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Kerr Financial Planning held 2,011 shares of PG&E worth $33.8K as of Q2 2026.
  • Kerr Financial Planning sold 555 PG&E shares in Q2 2026, an estimated $9.34K.
  • PG&E made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #215 holding.
  • Kerr Financial Planning first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's PG&E position peaked at $42.4K in Q3 2025.
  • 930 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.