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Claro Advisors’s PG&E PCG Stock Holding History

Claro Advisors’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 		$216K Sell
12,870
-1,585
-11% -$26.7K 0.02% 505
2026
Q1 		$254K Buy
14,455
+989
+7% +$16.8K 0.03% 417
2025
Q4 		$216K Buy
+13,466
New +$215K 0.03% 391
2025
Q2 		– Sell
-11,285
Closed -$194K – 474
2025
Q1 		$194K Buy
+11,285
New +$187K 0.03% 493
2019
Q1 		– Sell
-318
Closed -$15K – 716
2018
Q4 		$15K Buy
+318
New +$11.4K 0.01% 603

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

Claro Advisors's PCG Position: Q2 2026 in Review

Claro Advisors reduced its PG&E (PCG) stake by 11% in Q2 2026, selling an estimated $26.7K and leaving 12,870 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #505.

Claro Advisors first reported a position in PCG in Q4 2018 and has held it in 5 quarters since. The position peaked at $254K in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Claro Advisors held 12,870 shares of PG&E worth $216K as of Q2 2026.
  • Claro Advisors sold 1,585 PG&E shares in Q2 2026, an estimated $26.7K.
  • PG&E made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #505 holding.
  • Claro Advisors first reported a position in PG&E in Q4 2018 and has held it in 5 quarters since.
  • Claro Advisors's PG&E position peaked at $254K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.