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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
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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Claro Advisors's PCG Position: Q1 2026 in Review

Claro Advisors increased its PG&E (PCG) stake by 7.3% in Q1 2026, buying an estimated $16.8K and bringing the position to 14,455 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #417.

Claro Advisors first reported a position in PCG in Q4 2018 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Claro Advisors held 14,455 shares of PG&E worth $254K as of Q1 2026.
  • Claro Advisors bought 989 PG&E shares in Q1 2026, an estimated $16.8K.
  • PG&E made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #417 holding.
  • Claro Advisors first reported a position in PG&E in Q4 2018 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.