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Atlas Capital Advisors’s PG&E PCG Stock Holding History

Atlas Capital 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 		$113K Sell
6,735
-15,823
-70% -$266K 0.01% 575
2026
Q1 		$396K Buy
+22,558
New +$384K 0.05% 295
2025
Q2 		– Sell
-291
Closed -$5K – 984
2025
Q1 		$5K Sell
291
-14,767
-98% -$245K ﹤0.01% 850
2024
Q4 		$304K Sell
15,058
-9,664
-39% -$197K 0.04% 324
2024
Q3 		$489K Hold
24,722
– – 0.07% 221
2024
Q2 		$432K Buy
24,722
+6,019
+32% +$106K 0.06% 251
2024
Q1 		$313K Sell
18,703
-6,500
-26% -$109K 0.05% 298
2023
Q4 		$454K Buy
25,203
+1,426
+6% +$24.1K 0.07% 237
2023
Q3 		$384K Sell
23,777
-921
-4% -$15.8K 0.06% 242
2023
Q2 		$427K Buy
24,698
+8,471
+52% +$143K 0.06% 232
2023
Q1 		$262K Buy
16,227
+26
+0.2% +$411 0.04% 306
2022
Q4 		$263K Buy
16,201
+14,639
+937% +$221K 0.04% 290
2022
Q3 		$19.5K Buy
+1,562
New +$18.3K ﹤0.01% 654
2020
Q1 		– Sell
-2,000
Closed -$21.7K – 698
2019
Q4 		$21.7K Buy
+2,000
New +$17.1K 0.01% 533

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

Atlas Capital Advisors's PCG Position: Q2 2026 in Review

Atlas Capital Advisors reduced its PG&E (PCG) stake by 70% in Q2 2026, selling an estimated $266K and leaving 6,735 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #575.

Atlas Capital Advisors first reported a position in PCG in Q4 2019 and has held it in 14 quarters since. The position peaked at $489K in Q3 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Atlas Capital Advisors held 6,735 shares of PG&E worth $113K as of Q2 2026.
  • Atlas Capital Advisors sold 15,823 PG&E shares in Q2 2026, an estimated $266K.
  • PG&E made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #575 holding.
  • Atlas Capital Advisors first reported a position in PG&E in Q4 2019 and has held it in 14 quarters since.
  • Atlas Capital Advisors's PG&E position peaked at $489K in Q3 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.