AWM
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AE Wealth Management’s PG&E PCG Stock Holding History

AE Wealth Management’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 		$475K Buy
28,267
+7,818
+38% +$132K ﹤0.01% 1240
2026
Q1 		$359K Buy
20,449
+3,749
+22% +$63.8K ﹤0.01% 1279
2025
Q4 		$268K Sell
16,700
-293
-2% -$4.68K ﹤0.01% 1363
2025
Q3 		$256K Buy
+16,993
New +$248K ﹤0.01% 1261
2023
Q3 		– Sell
-24,482
Closed -$423K – 2042
2023
Q2 		$423K Buy
24,482
+7,864
+47% +$133K ﹤0.01% 1469
2023
Q1 		$269K Buy
16,618
+4,982
+43% +$78.7K ﹤0.01% 1604
2022
Q4 		$189K Buy
+11,636
New +$176K ﹤0.01% 1673
2020
Q3 		– Sell
-104,157
Closed -$924K – 1350
2020
Q2 		$924K Buy
+104,157
New +$1.13M 0.01% 655
2017
Q4 		– Sell
-6,713
Closed -$457K – 451
2017
Q3 		$457K Buy
6,713
+409
+6% +$28K 0.04% 247
2017
Q2 		$418K Buy
+6,304
New +$425K 0.05% 254

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

AE Wealth Management's PCG Position: Q2 2026 in Review

AE Wealth Management increased its PG&E (PCG) stake by 38% in Q2 2026, buying an estimated $132K and bringing the position to 28,267 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

AE Wealth Management first reported a position in PCG in Q2 2017 and has held it in 10 quarters since. The position peaked at $924K in Q2 2020. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • AE Wealth Management held 28,267 shares of PG&E worth $475K as of Q2 2026.
  • AE Wealth Management bought 7,818 PG&E shares in Q2 2026, an estimated $132K.
  • PG&E made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1240 holding.
  • AE Wealth Management first reported a position in PG&E in Q2 2017 and has held it in 10 quarters since.
  • AE Wealth Management's PG&E position peaked at $924K in Q2 2020.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.