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
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

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

CX Institutional's PCG Position: Q2 2026 in Review

CX Institutional increased its PG&E (PCG) stake by 16% in Q2 2026, buying an estimated $40.4K and bringing the position to 17,824 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #633.

CX Institutional first reported a position in PCG in Q4 2018 and has held it in 9 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • CX Institutional held 17,824 shares of PG&E worth $300K as of Q2 2026.
  • CX Institutional bought 2,401 PG&E shares in Q2 2026, an estimated $40.4K.
  • PG&E made up 0.01% of CX Institutional's portfolio in Q2 2026, its #633 holding.
  • CX Institutional first reported a position in PG&E in Q4 2018 and has held it in 9 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.