CWP
PCG icon

Curated Wealth Partners’s PG&E PCG Stock Holding History

Curated Wealth Partners’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 		– Sell
-15,744
Closed -$277K – 876
2026
Q1 		$277K Buy
+15,744
New +$268K 0.03% 171

Other funds holding PCG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Curated Wealth Partners's PCG Position: Q2 2026 in Review

Curated Wealth Partners sold out of PG&E (PCG) in Q2 2026, closing a stake of 15,744 shares — an estimated $277K sold.

Curated Wealth Partners first reported a position in PCG in Q1 2026 and held it in 1 quarter. The position peaked at $277K in Q1 2026. 235 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Curated Wealth Partners reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 15,744 PG&E shares in Q2 2026, an estimated $277K.
  • Curated Wealth Partners first reported a position in PG&E in Q1 2026 and held it in 1 quarter.
  • Curated Wealth Partners's PG&E position peaked at $277K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.