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

Exencial 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
Q1 		$297K Sell
16,905
-1,887
-10% -$32.1K 0.01% 481
2025
Q4 		$302K Buy
+18,792
New +$300K 0.01% 468

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Exencial Wealth Advisors's PCG Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its PG&E (PCG) stake by 10% in Q1 2026, selling an estimated $32.1K and leaving 16,905 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #481.

Exencial Wealth Advisors first reported a position in PCG in Q4 2025 and has held it in 2 quarters since. The position peaked at $302K in Q4 2025. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Exencial Wealth Advisors held 16,905 shares of PG&E worth $297K as of Q1 2026.
  • Exencial Wealth Advisors sold 1,887 PG&E shares in Q1 2026, an estimated $32.1K.
  • PG&E made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #481 holding.
  • Exencial Wealth Advisors first reported a position in PG&E in Q4 2025 and has held it in 2 quarters since.
  • Exencial Wealth Advisors's PG&E position peaked at $302K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.