Cerity Partners
PCG icon

Cerity Partners’s PG&E PCG Stock Holding History

Cerity Partners’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 		$51.8M Sell
3,082,638
-68,109
-2% -$1.15M 0.06% 254
2026
Q1 		$55.4M Sell
3,150,747
-2,254,826
-42% -$38.4M 0.08% 223
2025
Q4 		$86.9M Buy
5,405,573
+3,372,244
+166% +$53.9M 0.13% 153
2025
Q3 		$30.7M Buy
2,033,329
+621,501
+44% +$9.06M 0.05% 288
2025
Q2 		$19.7M Buy
1,411,828
+207,357
+17% +$3.37M 0.04% 368
2025
Q1 		$20.7M Buy
1,204,471
+165,845
+16% +$2.75M 0.04% 328
2024
Q4 		$20.9M Buy
1,038,626
+26,183
+3% +$533K 0.05% 305
2024
Q3 		$20M Buy
1,012,443
+187,210
+23% +$3.5M 0.04% 316
2024
Q2 		$14.4M Buy
825,233
+188
+0% +$3.31K 0.04% 339
2024
Q1 		$13.8M Buy
825,045
+70,985
+9% +$1.19M 0.04% 376
2023
Q4 		$13.6M Buy
754,060
+587,409
+352% +$9.92M 0.04% 319
2023
Q3 		$2.69M Sell
166,651
-323,358
-66% -$5.56M 0.01% 519
2023
Q2 		$8.47M Buy
490,009
+210,278
+75% +$3.56M 0.03% 375
2023
Q1 		$9.63M Buy
279,731
+133,906
+92% +$2.12M 0.02% 363
2022
Q4 		$2.38M Buy
145,825
+4,019
+3% +$60.8K 0.02% 496
2022
Q3 		$1.77M Buy
+141,806
New +$1.66M 0.02% 390

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

Cerity Partners's PCG Position: Q2 2026 in Review

Cerity Partners reduced its PG&E (PCG) stake by 2.2% in Q2 2026, selling an estimated $1.15M and leaving 3,082,638 shares worth $51.8M. The position accounts for 0.06% of the portfolio, ranked #254.

Cerity Partners first reported a position in PCG in Q3 2022 and has held it in 16 quarters since. The position peaked at $86.9M in Q4 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Cerity Partners held 3,082,638 shares of PG&E worth $51.8M as of Q2 2026.
  • Cerity Partners sold 68,109 PG&E shares in Q2 2026, an estimated $1.15M.
  • PG&E made up 0.06% of Cerity Partners's portfolio in Q2 2026, its #254 holding.
  • Cerity Partners first reported a position in PG&E in Q3 2022 and has held it in 16 quarters since.
  • Cerity Partners's PG&E position peaked at $86.9M in Q4 2025.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.