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

Drive 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 		$583K Buy
34,569
+6,209
+22% +$104K 0.1% 157
2026
Q1 		$500K Buy
28,360
+653
+2% +$11.1K 0.11% 157
2025
Q4 		$447K Buy
+27,707
New +$443K 0.09% 182
2025
Q2 		– Sell
-10,615
Closed -$183K – 364
2025
Q1 		$183K Sell
10,615
-3,596
-25% -$59.6K 0.04% 305
2024
Q4 		$287K Sell
14,211
-34
-0.2% -$692 0.07% 222
2024
Q3 		$282K Buy
14,245
+14
+0.1% +$262 0.07% 226
2024
Q2 		$249K Buy
14,231
+379
+3% +$6.67K 0.07% 239
2024
Q1 		$232K Buy
13,852
+32
+0.2% +$536 0.07% 264
2023
Q4 		$249K Sell
13,820
-918
-6% -$15.5K 0.08% 233
2023
Q3 		$238K Sell
14,738
-2,660
-15% -$45.7K 0.09% 211
2023
Q2 		$301K Sell
17,398
-1,333
-7% -$22.6K 0.11% 174
2023
Q1 		$303K Buy
18,731
+253
+1% +$4K 0.13% 172
2022
Q4 		$300K Sell
18,478
-6,677
-27% -$101K 0.15% 159
2022
Q3 		$314K Sell
25,155
-4,220
-14% -$49.4K 0.3% 105
2022
Q2 		$293K Buy
29,375
+3,339
+13% +$39.3K 0.27% 109
2022
Q1 		$311K Buy
26,036
+10,687
+70% +$126K 0.26% 98
2021
Q4 		$186K Buy
+15,349
New +$180K 0.16% 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

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

Drive Wealth Management increased its PG&E (PCG) stake by 22% in Q2 2026, buying an estimated $104K and bringing the position to 34,569 shares worth $583K. The position accounts for 0.1% of the portfolio, ranked #157.

Drive Wealth Management first reported a position in PCG in Q4 2021 and has held it in 17 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Drive Wealth Management held 34,569 shares of PG&E worth $583K as of Q2 2026.
  • Drive Wealth Management bought 6,209 PG&E shares in Q2 2026, an estimated $104K.
  • PG&E made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Drive Wealth Management first reported a position in PG&E in Q4 2021 and has held it in 17 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.