BFIM
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Beese Fulmer Investment Management’s PG&E PCG Stock Holding History

Beese Fulmer Investment 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 		$974K Buy
57,881
+43
+0.1% +$724 0.06% 158
2026
Q1 		$1.02M Buy
57,838
+18,194
+46% +$310K 0.07% 147
2025
Q4 		$639K Buy
+39,644
New +$633K 0.04% 179

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

Beese Fulmer Investment Management's PCG Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its PG&E (PCG) stake by 0.07% in Q2 2026, buying an estimated $724 and bringing the position to 57,881 shares worth $974K. The position accounts for 0.06% of the portfolio, ranked #158.

Beese Fulmer Investment Management first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Beese Fulmer Investment Management held 57,881 shares of PG&E worth $974K as of Q2 2026.
  • Beese Fulmer Investment Management bought 43 PG&E shares in Q2 2026, an estimated $724.
  • PG&E made up 0.06% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #158 holding.
  • Beese Fulmer Investment Management first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's PG&E position peaked at $1.02M in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.