Planning Strategies Inc.’s PG&E PCG Stock Holding History

Planning Strategies Inc.’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	$2.52K	Buy	+150	New	+$2.52K	﹤0.01%	535

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MILFAM LLC Stuart, Florida $128M AUM

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 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

Planning Strategies Inc.'s PCG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in PG&E (PCG) in Q2 2026: 150 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

281 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Planning Strategies Inc. held 150 shares of PG&E worth $2.52K as of Q2 2026.
PG&E was a new Planning Strategies Inc. position in Q2 2026.
PG&E made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #535 holding.
281 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.