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Doliver Advisors’s PG&E PCG Stock Holding History

Doliver 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
2026
Q2 		$389K Sell
23,135
-650
-3% -$10.9K 0.09% 145
2026
Q1 		$418K Sell
23,785
-1,100
-4% -$18.7K 0.1% 124
2025
Q4 		$400K Buy
24,885
+12,010
+93% +$192K 0.1% 127
2025
Q3 		$194K Sell
12,875
-200
-2% -$2.92K 0.05% 171
2025
Q2 		$182K Sell
13,075
-1,725
-12% -$28.1K 0.05% 165
2025
Q1 		$254K Buy
+14,800
New +$245K 0.07% 147

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

Doliver Advisors's PCG Position: Q2 2026 in Review

Doliver Advisors reduced its PG&E (PCG) stake by 2.7% in Q2 2026, selling an estimated $10.9K and leaving 23,135 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #145.

Doliver Advisors first reported a position in PCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $418K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Doliver Advisors held 23,135 shares of PG&E worth $389K as of Q2 2026.
  • Doliver Advisors sold 650 PG&E shares in Q2 2026, an estimated $10.9K.
  • PG&E made up 0.09% of Doliver Advisors's portfolio in Q2 2026, its #145 holding.
  • Doliver Advisors first reported a position in PG&E in Q1 2025 and has held it in 6 quarters since.
  • Doliver Advisors's PG&E position peaked at $418K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.