Center for Financial Planning’s PG&E PCG Stock Holding History

Center for Financial Planning’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	$1.13K	Hold	67	–	–	﹤0.01%	604
2026 Q1	$1.18K	Sell	67 -67	-50%	-$1.14K	﹤0.01%	602
2025 Q4	$2.15K	Sell	134 -66	-33%	-$1.05K	﹤0.01%	607
2025 Q3	$3.02K	Hold	200	–	–	﹤0.01%	570
2025 Q2	$2.79K	Hold	200	–	–	﹤0.01%	543
2025 Q1	$3.44K	Hold	200	–	–	﹤0.01%	555
2024 Q4	$4.04K	Hold	200	–	–	﹤0.01%	497
2024 Q3	$3.95K	Hold	200	–	–	﹤0.01%	467
2024 Q2	$3.49K	Hold	200	–	–	﹤0.01%	474
2024 Q1	$3.35K	Hold	200	–	–	﹤0.01%	495
2023 Q4	$3.61K	Hold	200	–	–	﹤0.01%	438
2023 Q3	$3.23K	Hold	200	–	–	﹤0.01%	435
2023 Q2	$3.46K	Hold	200	–	–	﹤0.01%	467
2023 Q1	$3.23K	Hold	200	–	–	﹤0.01%	434
2022 Q4	$3.25K	Hold	200	–	–	﹤0.01%	436
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	546
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	477
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	479
2021 Q4	$2K	Hold	200	–	–	﹤0.01%	488
2021 Q3	$2K	Hold	200	–	–	﹤0.01%	461
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	461
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	493
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	440
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	405
2020 Q2	$2K	Hold	200	–	–	﹤0.01%	411
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	501
2019 Q4	$2K	Buy	+200	New	+$1.71K	﹤0.01%	427

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Center for Financial Planning's PCG Position: Q2 2026 in Review

Center for Financial Planning held its PG&E (PCG) position steady in Q2 2026 at 67 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Center for Financial Planning first reported a position in PCG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.04K in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Center for Financial Planning held 67 shares of PG&E worth $1.13K as of Q2 2026.
Center for Financial Planning left its PG&E share count unchanged in Q2 2026.
PG&E made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #604 holding.
Center for Financial Planning first reported a position in PG&E in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's PG&E position peaked at $4.04K in Q4 2024.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.