CWC
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Carolinas Wealth Consulting’s PG&E PCG Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-20
Closed -$344 – 673
2025
Q1 		$344 Sell
20
-30
-60% -$498 ﹤0.01% 983
2024
Q4 		$1.01K Hold
50
– – ﹤0.01% 947
2024
Q3 		$989 Buy
50
+30
+150% +$561 ﹤0.01% 928
2024
Q2 		$350 Hold
20
– – ﹤0.01% 1012
2024
Q1 		$335 Buy
+20
New +$335 ﹤0.01% 1009
2020
Q4 		– Sell
-200
Closed -$2K – 988
2020
Q3 		$2K Hold
200
– – ﹤0.01% 730
2020
Q2 		$2K Buy
+200
New +$2.18K ﹤0.01% 509

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Carolinas Wealth Consulting's PCG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of PG&E (PCG) in Q2 2025, closing a stake of 20 shares — an estimated $344 sold.

Carolinas Wealth Consulting first reported a position in PCG in Q2 2020 and held it in 7 quarters. The position peaked at $2K in Q3 2020. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 20 PG&E shares in Q2 2025, an estimated $344.
  • Carolinas Wealth Consulting first reported a position in PG&E in Q2 2020 and held it in 7 quarters.
  • Carolinas Wealth Consulting's PG&E position peaked at $2K in Q3 2020.
  • 758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.