CPIG
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Chicago Partners Investment Group’s PG&E PCG Stock Holding History

Chicago Partners Investment Group’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 		$3.11M Buy
177,262
+17,488
+11% +$294K 0.06% 260
2026
Q1 		$2.7M Buy
159,774
+61,028
+62% +$1.04M 0.06% 265
2025
Q4 		$1.48M Buy
98,746
+44,077
+81% +$704K 0.04% 354
2025
Q3 		$881K Buy
54,669
+43,589
+393% +$636K 0.02% 465
2025
Q2 		$152K Buy
+11,080
New +$180K ﹤0.01% 1054
2016
Q1 		– Sell
-167
Closed -$9K – 472
2015
Q4 		$9K Hold
167
– – ﹤0.01% 405
2015
Q3 		$9K Hold
167
– – 0.01% 340
2015
Q2 		$8K Buy
167
+1
+0.6% +$52 ﹤0.01% 365
2015
Q1 		$9K Sell
166
-1
-0.6% -$55 ﹤0.01% 360
2014
Q4 		$9K Buy
+167
New +$8.27K ﹤0.01% 377

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

Chicago Partners Investment Group's PCG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its PG&E (PCG) stake by 11% in Q2 2026, buying an estimated $294K and bringing the position to 177,262 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #260.

Chicago Partners Investment Group first reported a position in PCG in Q4 2014 and has held it in 10 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Chicago Partners Investment Group held 177,262 shares of PG&E worth $3.11M as of Q2 2026.
  • Chicago Partners Investment Group bought 17,488 PG&E shares in Q2 2026, an estimated $294K.
  • PG&E made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #260 holding.
  • Chicago Partners Investment Group first reported a position in PG&E in Q4 2014 and has held it in 10 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.