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

EverSource 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 		$1.17M Sell
69,390
-19,908
-22% -$335K 0.04% 320
2026
Q1 		$1.57M Buy
89,298
+13,478
+18% +$229K 0.05% 270
2025
Q4 		$1.22M Buy
75,820
+25,285
+50% +$404K 0.04% 291
2025
Q3 		$762K Buy
50,535
+38,960
+337% +$568K 0.03% 377
2025
Q2 		$161K Sell
11,575
-230
-2% -$3.74K 0.01% 959
2025
Q1 		$203K Buy
11,805
+3,834
+48% +$63.6K 0.01% 655
2024
Q4 		$161K Buy
7,971
+996
+14% +$20.3K 0.01% 739
2024
Q3 		$138K Buy
6,975
+145
+2% +$2.71K 0.01% 685
2024
Q2 		$125K Buy
6,830
+863
+14% +$15.2K 0.01% 718
2024
Q1 		$102K Buy
5,967
+209
+4% +$3.5K 0.01% 695
2023
Q4 		$104K Sell
5,758
-94
-2% -$1.59K 0.01% 623
2023
Q3 		$94.4K Buy
5,852
+337
+6% +$5.79K 0.01% 583
2023
Q2 		$95.3K Sell
5,515
-191
-3% -$3.23K 0.01% 596
2023
Q1 		$92.3K Buy
5,706
+4,910
+617% +$77.6K 0.01% 564
2022
Q4 		$12.9K Buy
796
+638
+404% +$9.65K ﹤0.01% 1232
2022
Q3 		$2K Hold
158
– – ﹤0.01% 1708
2022
Q2 		$2K Hold
158
– – ﹤0.01% 1543
2022
Q1 		$2K Hold
158
– – ﹤0.01% 1559
2021
Q4 		$2K Buy
+158
New +$1.85K ﹤0.01% 1596

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

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

EverSource Wealth Advisors reduced its PG&E (PCG) stake by 22% in Q2 2026, selling an estimated $335K and leaving 69,390 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #320.

EverSource Wealth Advisors first reported a position in PCG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • EverSource Wealth Advisors held 69,390 shares of PG&E worth $1.17M as of Q2 2026.
  • EverSource Wealth Advisors sold 19,908 PG&E shares in Q2 2026, an estimated $335K.
  • PG&E made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #320 holding.
  • EverSource Wealth Advisors first reported a position in PG&E in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's PG&E position peaked at $1.57M in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.