CAG
PCG icon

Crestwood Advisors Group’s PG&E PCG Stock Holding History

Crestwood Advisors 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 		$526K Buy
31,247
+6,282
+25% +$106K 0.01% 475
2026
Q1 		$439K Buy
24,965
+2,278
+10% +$38.8K 0.01% 462
2025
Q4 		$365K Buy
22,687
+2,265
+11% +$36.2K 0.01% 463
2025
Q3 		$308K Buy
20,422
+2,326
+13% +$33.9K 0.01% 462
2025
Q2 		$252K Buy
18,096
+238
+1% +$3.87K ﹤0.01% 479
2025
Q1 		$307K Buy
17,858
+367
+2% +$6.09K 0.01% 420
2024
Q4 		$353K Buy
17,491
+469
+3% +$9.54K 0.01% 357
2024
Q3 		$337K Buy
17,022
+363
+2% +$6.79K 0.01% 352
2024
Q2 		$291K Buy
16,659
+390
+2% +$6.87K 0.01% 356
2024
Q1 		$273K Buy
+16,269
New +$273K 0.01% 368

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

Crestwood Advisors Group's PCG Position: Q2 2026 in Review

Crestwood Advisors Group increased its PG&E (PCG) stake by 25% in Q2 2026, buying an estimated $106K and bringing the position to 31,247 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #475.

Crestwood Advisors Group first reported a position in PCG in Q1 2024 and has held it in 10 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Crestwood Advisors Group held 31,247 shares of PG&E worth $526K as of Q2 2026.
  • Crestwood Advisors Group bought 6,282 PG&E shares in Q2 2026, an estimated $106K.
  • PG&E made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #475 holding.
  • Crestwood Advisors Group first reported a position in PG&E in Q1 2024 and has held it in 10 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.