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Coppell Advisory Solutions’s PG&E PCG Stock Holding History

Coppell Advisory Solutions’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 		$41.3K Buy
+32,970
New +$555K ﹤0.01% 463
2025
Q1 		– Sell
-825
Closed -$16.6K – 1411
2024
Q4 		$16.6K Buy
825
+810
+5,400% +$16.5K ﹤0.01% 937
2024
Q3 		$297 Hold
15
– – ﹤0.01% 1700
2024
Q2 		$262 Buy
+15
New +$264 ﹤0.01% 1634
2023
Q4 		$270 Sell
15
-18
-55% -$304 ﹤0.01% 1580
2023
Q3 		$537 Buy
33
+18
+120% +$309 ﹤0.01% 1006
2023
Q2 		$256 Buy
+15
New +$254 ﹤0.01% 1299
2023
Q1 		– Sell
-33
Closed -$537 – 804
2022
Q4 		$537 Buy
+33
New +$499 ﹤0.01% 1012

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

Coppell Advisory Solutions's PCG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in PG&E (PCG) in Q2 2026: 32,970 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PCG as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in PCG in Q4 2022 and has held it in 8 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Coppell Advisory Solutions held 32,970 shares of PG&E worth $41.3K as of Q2 2026.
  • PG&E was a new Coppell Advisory Solutions position in Q2 2026.
  • PG&E made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #463 holding.
  • Coppell Advisory Solutions first reported a position in PG&E in Q4 2022 and has held it in 8 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.