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PG&E Corporation shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of PG&E Corporation (PCG) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in PG&E Corporation

Tip: Access up to 7 years of quarterly data

All positions including PG&E Corporation held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PG&E Corporation by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $561k 31k 18.03
2023-09-30 $502k 31k 16.13
2023-06-30 $538k 31k 17.28
2023-03-31 $503k 31k 16.17
2022-12-31 $506k 31k 16.26
2022-09-30 $375k 30k 12.48
2022-06-30 $300k 30k 9.99
2022-03-31 $359k 30k 11.95
2021-12-31 $365k 30k 12.15
2021-09-30 $288k 30k 9.59
2021-06-30 $305k 30k 10.15
2021-03-31 $352k 30k 11.72
2020-12-31 $374k 30k 12.45
2020-09-30 $282k 30k 9.39
2020-06-30 $266k 30k 8.86
2019-12-31 $327k 30k 10.89
2019-09-30 $300k 30k 9.99
2019-06-30 $688k 30k 22.90
2019-03-31 $535k 30k 17.81
2018-12-31 $713k 30k 23.74
2018-09-30 $1.4M 30k 46.01
2018-06-30 $1.3M 30k 42.55
2018-03-31 $1.3M 30k 43.94
2017-12-31 $1.3M 30k 44.84
2017-09-30 $2.0M 30k 68.08
2017-06-30 $2.0M 30k 66.38
2017-03-31 $2.0M 30k 66.35
2016-12-31 $1.8M 30k 60.76
2016-09-30 $1.9M 30k 61.16
2016-06-30 $1.9M 31k 63.92
2016-03-31 $1.8M 31k 59.73
2015-12-31 $1.6M 31k 53.19
2015-09-30 $1.6M 31k 52.81
2015-06-30 $1.5M 31k 49.11
2015-03-31 $1.6M 31k 53.08

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding PG&E Corporation

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
Third Point
Blackstone Group
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Gallagher Fiduciary Advisors
Norges Bank Investment Management
Legal & General Group
Wellington Management Company
Jane Street
Jennison Associates
Bessemer
Bank Of Montreal

View all funds holding PG&E Corporation