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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return