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Bell Investment Advisors’s PG&E PCG Stock Holding History

Bell Investment 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 		$10.7K Buy
637
+30
+5% +$505 ﹤0.01% 686
2026
Q1 		$10.7K Sell
607
-85
-12% -$1.45K ﹤0.01% 657
2025
Q4 		$11.1K Buy
692
+112
+19% +$1.79K ﹤0.01% 651
2025
Q3 		$8.75K Sell
580
-128
-18% -$1.87K ﹤0.01% 692
2025
Q2 		$9.87K Buy
708
+128
+22% +$2.08K ﹤0.01% 680
2025
Q1 		$9.96K Buy
580
+31
+6% +$514 ﹤0.01% 605
2024
Q4 		$11.1K Buy
549
+25
+5% +$509 ﹤0.01% 561
2024
Q3 		$10.4K Sell
524
-48
-8% -$898 ﹤0.01% 603
2024
Q2 		$9.99K Buy
572
+31
+6% +$546 ﹤0.01% 609
2024
Q1 		$9.07K Sell
541
-30
-5% -$503 ﹤0.01% 634
2023
Q4 		$10.3K Sell
571
-78
-12% -$1.32K ﹤0.01% 549
2023
Q3 		$10.5K Sell
649
-99
-13% -$1.7K ﹤0.01% 487
2023
Q2 		$12.9K Buy
748
+56
+8% +$948 ﹤0.01% 426
2023
Q1 		$11.2K Hold
692
– – ﹤0.01% 448
2022
Q4 		$11.3K Buy
692
+135
+24% +$2.04K ﹤0.01% 449
2022
Q3 		$7K Sell
557
-4
-0.7% -$47 ﹤0.01% 543
2022
Q2 		$6K Buy
+561
New +$6.6K ﹤0.01% 640
2021
Q4 		$4K Buy
324
+93
+40% +$1.09K ﹤0.01% 886
2021
Q3 		$2K Buy
+231
New +$2.18K ﹤0.01% 1122

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

Bell Investment Advisors's PCG Position: Q2 2026 in Review

Bell Investment Advisors increased its PG&E (PCG) stake by 4.9% in Q2 2026, buying an estimated $505 and bringing the position to 637 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Bell Investment Advisors first reported a position in PCG in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.9K in Q2 2023. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Bell Investment Advisors held 637 shares of PG&E worth $10.7K as of Q2 2026.
  • Bell Investment Advisors bought 30 PG&E shares in Q2 2026, an estimated $505.
  • PG&E made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #686 holding.
  • Bell Investment Advisors first reported a position in PG&E in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's PG&E position peaked at $12.9K in Q2 2023.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.