CPIG
PCG icon

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
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 – 473
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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