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

Caerus 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
Q1 		$1.32M Sell
75,035
-38,612
-34% -$657K 0.55% 34
2025
Q4 		$1.83M Buy
113,647
+32,745
+40% +$523K 0.59% 25
2025
Q3 		$1.22M Buy
+80,902
New +$1.18M 0.5% 30

Other funds holding PCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caerus Investment Advisors's PCG Position: Q1 2026 in Review

Caerus Investment Advisors reduced its PG&E (PCG) stake by 34% in Q1 2026, selling an estimated $657K and leaving 75,035 shares worth $1.32M. The position accounts for 0.55% of the portfolio, ranked #34.

Caerus Investment Advisors first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Caerus Investment Advisors held 75,035 shares of PG&E worth $1.32M as of Q1 2026.
  • Caerus Investment Advisors sold 38,612 PG&E shares in Q1 2026, an estimated $657K.
  • PG&E made up 0.55% of Caerus Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • Caerus Investment Advisors first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's PG&E position peaked at $1.83M in Q4 2025.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.