CWR
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Chico Wealth RIA’s PG&E PCG Stock Holding History

Chico Wealth RIA’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 		$573K Sell
34,087
-30
-0.1% -$505 0.3% 28
2026
Q1 		$599K Buy
34,117
+3,272
+11% +$55.7K 0.37% 25
2025
Q4 		$496K Buy
30,845
+71
+0.2% +$1.13K 0.32% 24
2025
Q3 		$464K Buy
30,774
+3
+0% +$44 0.32% 24
2025
Q2 		$429K Sell
30,771
-44
-0.1% -$716 0.34% 20
2025
Q1 		$529K Buy
30,815
+3,957
+15% +$65.6K 0.46% 17
2024
Q4 		$542K Sell
26,858
-2,000
-7% -$40.7K 0.47% 16
2024
Q3 		$571K Sell
28,858
-2,111
-7% -$39.5K 0.49% 17
2024
Q2 		$541K Hold
30,969
– – 0.5% 18
2024
Q1 		$519K Buy
30,969
+5,224
+20% +$87.6K 0.49% 17
2023
Q4 		$464K Hold
25,745
– – 0.48% 17
2023
Q3 		$415K Hold
25,745
– – 0.5% 14
2023
Q2 		$445K Sell
25,745
-215
-0.8% -$3.64K 0.53% 15
2023
Q1 		$420K Buy
+25,960
New +$410K 0.54% 15

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

Chico Wealth RIA's PCG Position: Q2 2026 in Review

Chico Wealth RIA reduced its PG&E (PCG) stake by 0.09% in Q2 2026, selling an estimated $505 and leaving 34,087 shares worth $573K. The position accounts for 0.3% of the portfolio, ranked #28.

Chico Wealth RIA first reported a position in PCG in Q1 2023 and has held it in 14 quarters since. The position peaked at $599K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Chico Wealth RIA held 34,087 shares of PG&E worth $573K as of Q2 2026.
  • Chico Wealth RIA sold 30 PG&E shares in Q2 2026, an estimated $505.
  • PG&E made up 0.3% of Chico Wealth RIA's portfolio in Q2 2026, its #28 holding.
  • Chico Wealth RIA first reported a position in PG&E in Q1 2023 and has held it in 14 quarters since.
  • Chico Wealth RIA's PG&E position peaked at $599K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.