Avantax Advisory Services’s PG&E PCG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$551K	Buy	39,519 +8,121	+26%	+$132K	﹤0.01%	1530
2025 Q1	$539K	Sell	31,398 -2,309	-7%	-$38.3K	﹤0.01%	1459
2024 Q4	$680K	Buy	33,707 +1,630	+5%	+$33.2K	﹤0.01%	1254
2024 Q3	$634K	Sell	32,077 -3,414	-10%	-$63.9K	﹤0.01%	1259
2024 Q2	$620K	Buy	+35,491	New	+$625K	﹤0.01%	1231
2020 Q4	–	Sell	-17,747	Closed	-$167K	–	1228
2020 Q3	$167K	Buy	+17,747	New	+$164K	﹤0.01%	1254

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avantax Advisory Services's PCG Position: Q2 2025 in Review

Avantax Advisory Services increased its PG&E (PCG) stake by 26% in Q2 2025, buying an estimated $132K and bringing the position to 39,519 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Avantax Advisory Services first reported a position in PCG in Q3 2020 and has held it in 6 quarters since. The position peaked at $680K in Q4 2024. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

Avantax Advisory Services held 39,519 shares of PG&E worth $551K as of Q2 2025.
Avantax Advisory Services bought 8,121 PG&E shares in Q2 2025, an estimated $132K.
PG&E made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1530 holding.
Avantax Advisory Services first reported a position in PG&E in Q3 2020 and has held it in 6 quarters since.
Avantax Advisory Services's PG&E position peaked at $680K in Q4 2024.
758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.