EWA
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EP Wealth Advisors’s PG&E PCG Stock Holding History

EP Wealth 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 		$1.27M Buy
75,573
+10,341
+16% +$174K ﹤0.01% 691
2026
Q1 		$1.15M Buy
65,232
+15,161
+30% +$258K 0.01% 614
2025
Q4 		$805K Buy
+50,071
New +$800K ﹤0.01% 683
2025
Q2 		$643K Sell
46,107
-11,600
-20% -$189K ﹤0.01% 688
2025
Q1 		$991K Sell
57,707
-21,392
-27% -$355K 0.01% 501
2024
Q4 		$1.6M Sell
79,099
-4,821
-6% -$98.1K 0.01% 393
2024
Q3 		$1.66M Buy
83,920
+44,902
+115% +$840K 0.01% 390
2024
Q2 		$681K Buy
39,018
+27,289
+233% +$480K 0.01% 470
2024
Q1 		$197K Sell
11,729
-42,223
-78% -$708K ﹤0.01% 739
2023
Q4 		$973K Buy
53,952
+500
+0.9% +$8.44K 0.01% 366
2023
Q3 		$862K Buy
+53,452
New +$919K 0.01% 360
2018
Q4 		– Sell
-5,494
Closed -$253K – 290
2018
Q3 		$253K Buy
5,494
+571
+12% +$25.4K 0.02% 240
2018
Q2 		$210K Sell
4,923
-4,019
-45% -$174K 0.02% 180
2018
Q1 		$393K Hold
8,942
– – 0.04% 136
2017
Q4 		$401K Hold
8,942
– – 0.04% 123
2017
Q3 		$609K Sell
8,942
-478
-5% -$32.8K 0.07% 93
2017
Q2 		$625K Sell
9,420
-406
-4% -$27.3K 0.08% 93
2017
Q1 		$652K Sell
9,826
-1,250
-11% -$79.7K 0.09% 74
2016
Q4 		$673K Buy
11,076
+2,144
+24% +$128K 0.1% 70
2016
Q3 		$546K Sell
8,932
-1,551
-15% -$98.5K 0.09% 78
2016
Q2 		$670K Sell
10,483
-1,000
-9% -$59.9K 0.11% 66
2016
Q1 		$686K Buy
+11,483
New +$640K 0.11% 68

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

EP Wealth Advisors's PCG Position: Q2 2026 in Review

EP Wealth Advisors increased its PG&E (PCG) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 75,573 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #691.

EP Wealth Advisors first reported a position in PCG in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.66M in Q3 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • EP Wealth Advisors held 75,573 shares of PG&E worth $1.27M as of Q2 2026.
  • EP Wealth Advisors bought 10,341 PG&E shares in Q2 2026, an estimated $174K.
  • PG&E made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #691 holding.
  • EP Wealth Advisors first reported a position in PG&E in Q1 2016 and has held it in 22 quarters since.
  • EP Wealth Advisors's PG&E position peaked at $1.66M in Q3 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.