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Pimco Energy & Tactical shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 1.3k 18.78

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
Spdr S&p 500 Etf Trust Etf (SPY)
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Amazon Stock (AMZN)
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View all positions for Plante Moran Financial Advisors

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