AWA
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Aaron Wealth Advisors’s PG&E PCG Stock Holding History

Aaron Wealth Advisors’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 		$437K Buy
25,997
+4,765
+22% +$80.2K 0.02% 462
2026
Q1 		$373K Sell
21,232
-2,726
-11% -$46.4K 0.02% 476
2025
Q4 		$385K Buy
23,958
+7,642
+47% +$122K 0.02% 507
2025
Q3 		$246K Buy
+16,316
New +$238K 0.01% 578

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

Aaron Wealth Advisors's PCG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its PG&E (PCG) stake by 22% in Q2 2026, buying an estimated $80.2K and bringing the position to 25,997 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #462.

Aaron Wealth Advisors first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Aaron Wealth Advisors held 25,997 shares of PG&E worth $437K as of Q2 2026.
  • Aaron Wealth Advisors bought 4,765 PG&E shares in Q2 2026, an estimated $80.2K.
  • PG&E made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #462 holding.
  • Aaron Wealth Advisors first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.