CPG
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Cornerstone Planning Group’s PG&E PCG Stock Holding History

Cornerstone Planning 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
Q2 		$7.63K Sell
421
-111
-21% -$1.87K ﹤0.01% 977
2026
Q1 		$8.69K Buy
532
+360
+209% +$6.13K ﹤0.01% 935
2025
Q4 		$2.57K Sell
172
-2,200
-93% -$35.1K ﹤0.01% 1140
2025
Q3 		$346K Buy
2,372
+2,301
+3,241% +$33.6K 0.06% 105
2025
Q2 		$1.08K Sell
71
-79
-53% -$1.28K ﹤0.01% 1096
2025
Q1 		$2.63K Buy
150
+102
+213% +$1.69K ﹤0.01% 911
2024
Q4 		$782 Sell
48
-1
-2% -$20 ﹤0.01% 1016
2024
Q3 		$986 Buy
49
+17
+53% +$318 ﹤0.01% 933
2024
Q2 		$570 Buy
32
+18
+129% +$317 ﹤0.01% 1062
2024
Q1 		$246 Hold
14
– – ﹤0.01% 1003
2023
Q4 		$252 Hold
14
– – ﹤0.01% 844
2023
Q3 		$226 Buy
+14
New +$241 ﹤0.01% 1015

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

Cornerstone Planning Group's PCG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its PG&E (PCG) stake by 21% in Q2 2026, selling an estimated $1.87K and leaving 421 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Cornerstone Planning Group first reported a position in PCG in Q3 2023 and has held it in 12 quarters since. The position peaked at $346K in Q3 2025. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Cornerstone Planning Group held 421 shares of PG&E worth $7.63K as of Q2 2026.
  • Cornerstone Planning Group sold 111 PG&E shares in Q2 2026, an estimated $1.87K.
  • PG&E made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #977 holding.
  • Cornerstone Planning Group first reported a position in PG&E in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's PG&E position peaked at $346K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.