Envestnet Portfolio Solutions
PCG icon

Envestnet Portfolio Solutions’s PG&E PCG Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-19,454
Closed -$313K – 1445
2025
Q4 		$313K Buy
19,454
+3,105
+19% +$49.6K ﹤0.01% 1261
2025
Q3 		$247K Sell
16,349
-2,658
-14% -$38.8K ﹤0.01% 1333
2025
Q2 		$265K Buy
19,007
+754
+4% +$12.3K ﹤0.01% 1398
2025
Q1 		$314K Sell
18,253
-41,349
-69% -$686K ﹤0.01% 1268
2024
Q4 		$1.2M Buy
59,602
+39,790
+201% +$809K ﹤0.01% 842
2024
Q3 		$392K Sell
19,812
-884
-4% -$16.5K ﹤0.01% 1318
2024
Q2 		$361K Buy
20,696
+4,531
+28% +$79.8K ﹤0.01% 1274
2024
Q1 		$271K Buy
16,165
+2,982
+23% +$50K ﹤0.01% 1413
2023
Q4 		$238K Buy
13,183
+1,490
+13% +$25.2K ﹤0.01% 1417
2023
Q3 		$189K Buy
+11,693
New +$201K ﹤0.01% 1445

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Envestnet Portfolio Solutions's PCG Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of PG&E (PCG) in Q1 2026, closing a stake of 19,454 shares — an estimated $313K sold.

Envestnet Portfolio Solutions first reported a position in PCG in Q3 2023 and held it in 10 quarters. The position peaked at $1.2M in Q4 2024. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 19,454 PG&E shares in Q1 2026, an estimated $313K.
  • Envestnet Portfolio Solutions first reported a position in PG&E in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's PG&E position peaked at $1.2M in Q4 2024.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.