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Evolve Private Wealth’s PG&E PCG Stock Holding History

Evolve Private Wealth’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 		$2.37M Sell
140,496
-2,011
-1% -$33.8K 0.14% 136
2026
Q1 		$2.5M Sell
142,507
-25,380
-15% -$432K 0.13% 145
2025
Q4 		$2.71M Buy
+167,887
New +$2.68M 0.16% 114

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

Evolve Private Wealth's PCG Position: Q2 2026 in Review

Evolve Private Wealth reduced its PG&E (PCG) stake by 1.4% in Q2 2026, selling an estimated $33.8K and leaving 140,496 shares worth $2.37M. The position accounts for 0.14% of the portfolio, ranked #136.

Evolve Private Wealth first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.71M in Q4 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Evolve Private Wealth held 140,496 shares of PG&E worth $2.37M as of Q2 2026.
  • Evolve Private Wealth sold 2,011 PG&E shares in Q2 2026, an estimated $33.8K.
  • PG&E made up 0.14% of Evolve Private Wealth's portfolio in Q2 2026, its #136 holding.
  • Evolve Private Wealth first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's PG&E position peaked at $2.71M in Q4 2025.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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