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Baker Tilly Wealth Management’s PG&E PCG Stock Holding History

Baker Tilly 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 		$264K Sell
15,681
-244
-2% -$4.11K 0.06% 239
2026
Q1 		$280K Sell
15,925
-193
-1% -$3.28K 0.07% 221
2025
Q4 		$259K Buy
+16,118
New +$257K 0.06% 237
2025
Q2 		– Sell
-17,845
Closed -$307K – 245
2025
Q1 		$307K Buy
17,845
+1,508
+9% +$25K 0.12% 185
2024
Q4 		$330K Buy
16,337
+715
+5% +$14.5K 0.13% 174
2024
Q3 		$309K Sell
15,622
-7,504
-32% -$140K 0.14% 175
2024
Q2 		$404K Sell
23,126
-34,398
-60% -$605K 0.17% 151
2024
Q1 		$964K Sell
57,524
-317
-0.5% -$5.31K 0.17% 128
2023
Q4 		$1.04M Buy
57,841
+1,190
+2% +$20.1K 0.17% 135
2023
Q3 		$914K Buy
56,651
+836
+1% +$14.4K 0.15% 143
2023
Q2 		$964K Buy
55,815
+3,492
+7% +$59.1K 0.1% 204
2023
Q1 		$846K Sell
52,323
-1,560
-3% -$24.6K 0.1% 227
2022
Q4 		$876K Buy
53,883
+3,162
+6% +$47.8K 0.11% 209
2022
Q3 		$634K Sell
50,721
-582
-1% -$6.81K 0.09% 245
2022
Q2 		$512K Buy
51,303
+1,581
+3% +$18.6K 0.07% 295
2022
Q1 		$594K Buy
49,722
+16,177
+48% +$191K 0.07% 299
2021
Q4 		$407K Buy
33,545
+7,487
+29% +$87.7K 0.04% 391
2021
Q3 		$250K Buy
+26,058
New +$246K 0.03% 440

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

Baker Tilly Wealth Management's PCG Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its PG&E (PCG) stake by 1.5% in Q2 2026, selling an estimated $4.11K and leaving 15,681 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #239.

Baker Tilly Wealth Management first reported a position in PCG in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2023. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Baker Tilly Wealth Management held 15,681 shares of PG&E worth $264K as of Q2 2026.
  • Baker Tilly Wealth Management sold 244 PG&E shares in Q2 2026, an estimated $4.11K.
  • PG&E made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Baker Tilly Wealth Management first reported a position in PG&E in Q3 2021 and has held it in 18 quarters since.
  • Baker Tilly Wealth Management's PG&E position peaked at $1.04M in Q4 2023.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.