FWP
PCG icon

Family Wealth Partners’s PG&E PCG Stock Holding History

Family Wealth Partners’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 		$378K Sell
22,449
-3,817
-15% -$64.2K 0.12% 69
2026
Q1 		$461K Buy
26,266
+7,980
+44% +$136K 0.16% 64
2025
Q4 		$294K Buy
18,286
+3,613
+25% +$57.7K 0.11% 70
2025
Q3 		$221K Buy
+14,673
New +$214K 0.08% 76

Other funds holding PCG

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Family Wealth Partners's PCG Position: Q2 2026 in Review

Family Wealth Partners reduced its PG&E (PCG) stake by 15% in Q2 2026, selling an estimated $64.2K and leaving 22,449 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #69.

Family Wealth Partners first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $461K in Q1 2026. 322 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Family Wealth Partners held 22,449 shares of PG&E worth $378K as of Q2 2026.
  • Family Wealth Partners sold 3,817 PG&E shares in Q2 2026, an estimated $64.2K.
  • PG&E made up 0.12% of Family Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Family Wealth Partners first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Family Wealth Partners's PG&E position peaked at $461K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.