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Pimco Energy & Tactical shares owned by KERR FINANCIAL PLANNING Corp

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by KERR FINANCIAL PLANNING Corp from 13F filings

Historical chart of KERR FINANCIAL PLANNING Corp investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by KERR FINANCIAL PLANNING Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by KERR FINANCIAL PLANNING Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $92k 5.0k 18.47

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Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Punch & Associates Investment Management
Royal Bank of Canada
Cohen & Steers Capital Management
UBS Group
Wells Fargo & Company
Williams Jones Wealth Management
Envestnet Asset Management
Hollencrest Securities
Stifel Financial
City of London Investment Management Company
Advisors Asset Management
Cambridge Investment Research Advisors

View all funds holding Pimco Energy & Tactical