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Advisornet Financial’s PG&E PCG Stock Holding History

Advisornet Financial’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 		$10.5K Buy
626
+6
+1% +$101 ﹤0.01% 1567
2026
Q1 		$10.9K Sell
620
-3
-0.5% -$51 ﹤0.01% 1521
2025
Q4 		$10K Buy
623
+26
+4% +$415 ﹤0.01% 1544
2025
Q3 		$9K Sell
597
-65
-10% -$948 ﹤0.01% 1550
2025
Q2 		$9.23K Buy
662
+15
+2% +$244 ﹤0.01% 1502
2025
Q1 		$11.1K Buy
647
+12
+2% +$199 ﹤0.01% 1379
2024
Q4 		$12.8K Sell
635
-135
-18% -$2.75K ﹤0.01% 1263
2024
Q3 		$15.2K Sell
770
-515
-40% -$9.64K ﹤0.01% 1300
2024
Q2 		$22.4K Sell
1,285
-1,122
-47% -$19.7K ﹤0.01% 1054
2024
Q1 		$40.3K Sell
2,407
-188
-7% -$3.15K ﹤0.01% 871
2023
Q4 		$46.8K Buy
2,595
+153
+6% +$2.58K ﹤0.01% 822
2023
Q3 		$39.4K Buy
2,442
+2,014
+471% +$34.6K ﹤0.01% 859
2023
Q2 		$7.4K Sell
428
-304
-42% -$5.15K ﹤0.01% 1410
2023
Q1 		$11.8K Buy
732
+43
+6% +$679 ﹤0.01% 1253
2022
Q4 		$11.2K Buy
689
+564
+451% +$8.53K ﹤0.01% 1262
2022
Q3 		$2K Buy
+125
New +$1.46K ﹤0.01% 1691
2020
Q2 		– Sell
-300
Closed -$3K – 1886
2020
Q1 		$3K Buy
+300
New +$3.98K ﹤0.01% 1531
2019
Q4 		– Sell
-549
Closed -$5K – 1953
2019
Q3 		$5K Buy
+549
New +$8.3K ﹤0.01% 1565

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

Advisornet Financial's PCG Position: Q2 2026 in Review

Advisornet Financial increased its PG&E (PCG) stake by 0.97% in Q2 2026, buying an estimated $101 and bringing the position to 626 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Advisornet Financial first reported a position in PCG in Q3 2019 and has held it in 18 quarters since. The position peaked at $46.8K in Q4 2023. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Advisornet Financial held 626 shares of PG&E worth $10.5K as of Q2 2026.
  • Advisornet Financial bought 6 PG&E shares in Q2 2026, an estimated $101.
  • PG&E made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1567 holding.
  • Advisornet Financial first reported a position in PG&E in Q3 2019 and has held it in 18 quarters since.
  • Advisornet Financial's PG&E position peaked at $46.8K in Q4 2023.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.