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Caldwell Sutter Capital’s PG&E PCG Stock Holding History

Caldwell Sutter Capital’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 		$187K Buy
10,638
+11
+0.1% +$187 0.08% 230
2025
Q4 		$171K Hold
10,627
– – 0.07% 234
2025
Q3 		$160K Sell
10,627
-750
-7% -$10.9K 0.07% 237
2025
Q2 		$159K Hold
11,377
– – 0.07% 231
2025
Q1 		$195K Sell
11,377
-679
-6% -$11.3K 0.09% 202
2024
Q4 		$243K Buy
12,056
+50
+0.4% +$1.02K 0.11% 177
2024
Q3 		$237K Hold
12,006
– – 0.11% 177
2024
Q2 		$210K Hold
12,006
– – 0.1% 189
2024
Q1 		$201K Hold
12,006
– – 0.1% 192
2023
Q4 		$216K Hold
12,006
– – 0.11% 180
2023
Q3 		$194K Sell
12,006
-249
-2% -$4.28K 0.11% 179
2023
Q2 		$212K Buy
12,255
+8,349
+214% +$141K 0.11% 172
2023
Q1 		$63.2K Buy
3,906
+1,206
+45% +$19.1K 0.05% 226
2022
Q4 		$43.9K Buy
+2,700
New +$40.8K 0.04% 183

Other funds holding PCG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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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 $431B AUM 30.22% 1-Year Est. Return