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

Evermay 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	$87K	Buy	5,170 +395	+8%	+$6.65K	0.01%	285
2026 Q1	$83.9K	Hold	4,775	–	–	0.01%	272
2025 Q4	$76.7K	Hold	4,775	–	–	0.01%	285
2025 Q3	$72K	Hold	4,775	–	–	0.01%	296
2025 Q2	$66.6K	Hold	4,775	–	–	0.01%	298
2025 Q1	$82K	Buy	+4,775	New	+$79.2K	0.01%	281
2024 Q4	–	Sell	-124	Closed	-$2.45K	–	604
2024 Q3	$2.45K	Hold	124	–	–	﹤0.01%	534
2024 Q2	$2.17K	Hold	124	–	–	﹤0.01%	539
2024 Q1	$2.08K	Sell	124 -20	-14%	-$335	﹤0.01%	540
2023 Q4	$2.6K	Buy	144 +20	+16%	+$338	﹤0.01%	507
2023 Q3	$2K	Hold	124	–	–	﹤0.01%	498
2023 Q2	$2.14K	Buy	+124	New	+$2.1K	﹤0.01%	484

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Evermay Wealth Management increased its PG&E (PCG) stake by 8.3% in Q2 2026, buying an estimated $6.65K and bringing the position to 5,170 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #285.

Evermay Wealth Management first reported a position in PCG in Q2 2023 and has held it in 12 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Evermay Wealth Management held 5,170 shares of PG&E worth $87K as of Q2 2026.
Evermay Wealth Management bought 395 PG&E shares in Q2 2026, an estimated $6.65K.
PG&E made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #285 holding.
Evermay Wealth Management first reported a position in PG&E in Q2 2023 and has held it in 12 quarters since.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.