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Everpar Advisors’s PG&E PCG Stock Holding History

Everpar 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 		$243K Buy
14,471
+2,415
+20% +$40.6K 0.07% 255
2026
Q1 		$212K Sell
12,056
-1,946
-14% -$33.1K 0.07% 271
2025
Q4 		$225K Buy
14,002
+1,410
+11% +$22.5K 0.08% 251
2025
Q3 		$190K Sell
12,592
-2,130
-14% -$31.1K 0.08% 274
2025
Q2 		$205K Sell
14,722
-612
-4% -$9.95K 0.09% 258
2025
Q1 		$263K Sell
15,334
-2,485
-14% -$41.2K 0.14% 206
2024
Q4 		$360K Buy
17,819
+179
+1% +$3.64K 0.18% 151
2024
Q3 		$349K Sell
17,640
-5,945
-25% -$111K 0.18% 167
2024
Q2 		$412K Buy
23,585
+251
+1% +$4.42K 0.21% 155
2024
Q1 		$391K Sell
23,334
-31,270
-57% -$524K 0.24% 145
2023
Q4 		$985K Buy
+54,604
New +$922K 0.46% 57

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

Everpar Advisors's PCG Position: Q2 2026 in Review

Everpar Advisors increased its PG&E (PCG) stake by 20% in Q2 2026, buying an estimated $40.6K and bringing the position to 14,471 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #255.

Everpar Advisors first reported a position in PCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $985K in Q4 2023. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Everpar Advisors held 14,471 shares of PG&E worth $243K as of Q2 2026.
  • Everpar Advisors bought 2,415 PG&E shares in Q2 2026, an estimated $40.6K.
  • PG&E made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #255 holding.
  • Everpar Advisors first reported a position in PG&E in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's PG&E position peaked at $985K in Q4 2023.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.