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Evergreen Capital Management’s PG&E PCG Stock Holding History

Evergreen Capital 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 		$6.78M Buy
402,064
+6,007
+2% +$101K 0.12% 165
2026
Q1 		$6.98M Buy
396,057
+18,522
+5% +$315K 0.15% 144
2025
Q4 		$6.09M Buy
+377,535
New +$6.03M 0.14% 155

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

Evergreen Capital Management's PCG Position: Q2 2026 in Review

Evergreen Capital Management increased its PG&E (PCG) stake by 1.5% in Q2 2026, buying an estimated $101K and bringing the position to 402,064 shares worth $6.78M. The position accounts for 0.12% of the portfolio, ranked #165.

Evergreen Capital Management first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.98M in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Evergreen Capital Management held 402,064 shares of PG&E worth $6.78M as of Q2 2026.
  • Evergreen Capital Management bought 6,007 PG&E shares in Q2 2026, an estimated $101K.
  • PG&E made up 0.12% of Evergreen Capital Management's portfolio in Q2 2026, its #165 holding.
  • Evergreen Capital Management first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's PG&E position peaked at $6.98M in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.