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Dogwood Wealth Management’s PG&E PCG Stock Holding History

Dogwood Wealth Management’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 		$269 Buy
+16
New +$269 ﹤0.01% 825
2025
Q3 		– Sell
-1
Closed -$14 – 794
2025
Q2 		$14 Sell
1
-130
-99% -$2.12K ﹤0.01% 688
2025
Q1 		$2.25K Buy
+131
New +$2.17K ﹤0.01% 323
2024
Q3 		– Hold
0
– – – 336
2024
Q2 		– Hold
0
– – – 408
2024
Q1 		– Hold
0
– – – 399
2023
Q4 		– Hold
0
– – – 345

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

Dogwood Wealth Management's PCG Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in PG&E (PCG) in Q2 2026: 16 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in PCG as recently as Q2 2025.

Dogwood Wealth Management first reported a position in PCG in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.25K in Q1 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Dogwood Wealth Management held 16 shares of PG&E worth $269 as of Q2 2026.
  • PG&E was a new Dogwood Wealth Management position in Q2 2026.
  • PG&E made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #825 holding.
  • Dogwood Wealth Management first reported a position in PG&E in Q1 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's PG&E position peaked at $2.25K in Q1 2025.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.