DA
PCG icon

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
Q3 		$279K Sell
22,735
-400
-2% -$6.41K 0.06% 158
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

ML
MILFAM LLC Stuart, Florida $145M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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

Doliver Advisors's PCG Position: Q3 2026 in Review

Doliver Advisors reduced its PG&E (PCG) stake by 1.7% in Q3 2026, selling an estimated $6.41K and leaving 22,735 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #158.

Doliver Advisors first reported a position in PCG in Q1 2025 and has held it in 7 quarters since. The position peaked at $418K in Q1 2026. 40 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Doliver Advisors held 22,735 shares of PG&E worth $279K as of Q3 2026.
  • Doliver Advisors sold 400 PG&E shares in Q3 2026, an estimated $6.41K.
  • PG&E made up 0.06% of Doliver Advisors's portfolio in Q3 2026, its #158 holding.
  • Doliver Advisors first reported a position in PG&E in Q1 2025 and has held it in 7 quarters since.
  • Doliver Advisors's PG&E position peaked at $418K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.