DWA
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Delos Wealth Advisors’s PG&E PCG Stock Holding History

Delos Wealth Advisors’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
2025
Q4 		– Sell
-66
Closed -$996 – 294
2025
Q3 		$996 Buy
+66
New +$963 ﹤0.01% 262
2024
Q1 		– Sell
-61
Closed -$1.1K – 432
2023
Q4 		$1.1K Hold
61
– – ﹤0.01% 181
2023
Q3 		$995 Hold
61
– – ﹤0.01% 223
2023
Q2 		$1.05K Hold
61
– – ﹤0.01% 212
2023
Q1 		$987 Hold
61
– – ﹤0.01% 222
2022
Q4 		$992 Hold
61
– – ﹤0.01% 236
2022
Q3 		$1K Buy
+61
New +$714 ﹤0.01% 262

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Delos Wealth Advisors's PCG Position: Q4 2025 in Review

Delos Wealth Advisors sold out of PG&E (PCG) in Q4 2025, closing a stake of 66 shares — an estimated $996 sold.

Delos Wealth Advisors first reported a position in PCG in Q3 2022 and held it in 7 quarters. The position peaked at $1.1K in Q4 2023. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • Delos Wealth Advisors reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 66 PG&E shares in Q4 2025, an estimated $996.
  • Delos Wealth Advisors first reported a position in PG&E in Q3 2022 and held it in 7 quarters.
  • Delos Wealth Advisors's PG&E position peaked at $1.1K in Q4 2023.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.