CI
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CX Institutional’s PG&E PCG Stock Holding History

CX Institutional’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
Q3 		$91K Sell
7,397
-10,427
-58% -$167K ﹤0.01% 892
2026
Q2 		$300K Buy
17,824
+2,401
+16% +$40.4K 0.01% 633
2026
Q1 		$271K Buy
15,423
+698
+5% +$11.9K 0.01% 639
2025
Q4 		$237K Buy
14,725
+2,414
+20% +$38.6K 0.01% 651
2025
Q3 		$186K Buy
12,311
+9,681
+368% +$141K 0.01% 708
2025
Q2 		$37K Sell
2,630
-11,341
-81% -$184K ﹤0.01% 898
2025
Q1 		$240K Buy
13,971
+3,629
+35% +$60.2K 0.01% 535
2024
Q4 		$209K Buy
+10,342
New +$210K 0.01% 511
2019
Q3 		– Sell
-40
Closed -$1K – 914
2019
Q2 		$1K Buy
+40
New +$804 ﹤0.01% 885
2019
Q1 		– Sell
-33
Closed -$1K – 812
2018
Q4 		$1K Buy
+33
New +$1.18K ﹤0.01% 506

Other funds holding PCG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CX Institutional's PCG Position: Q3 2026 in Review

CX Institutional reduced its PG&E (PCG) stake by 58% in Q3 2026, selling an estimated $167K and leaving 7,397 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

CX Institutional first reported a position in PCG in Q4 2018 and has held it in 10 quarters since. The position peaked at $300K in Q2 2026. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • CX Institutional held 7,397 shares of PG&E worth $91K as of Q3 2026.
  • CX Institutional sold 10,427 PG&E shares in Q3 2026, an estimated $167K.
  • PG&E made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #892 holding.
  • CX Institutional first reported a position in PG&E in Q4 2018 and has held it in 10 quarters since.
  • CX Institutional's PG&E position peaked at $300K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.