HIA
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HFM Investment Advisors’s PG&E PCG Stock Holding History

HFM Investment 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 		$1.3K Buy
77
+41
+114% +$690 ﹤0.01% 631
2026
Q1 		$633 Hold
36
– – ﹤0.01% 577
2025
Q4 		$579 Buy
36
+1
+3% +$16 ﹤0.01% 661
2025
Q3 		$528 Buy
35
+5
+17% +$73 ﹤0.01% 633
2025
Q2 		$418 Buy
30
+9
+43% +$146 ﹤0.01% 719
2025
Q1 		$361 Buy
+21
New +$348 ﹤0.01% 399

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

HFM Investment Advisors's PCG Position: Q2 2026 in Review

HFM Investment Advisors increased its PG&E (PCG) stake by 114% in Q2 2026, buying an estimated $690 and bringing the position to 77 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

HFM Investment Advisors first reported a position in PCG in Q1 2025 and has held it in 6 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • HFM Investment Advisors held 77 shares of PG&E worth $1.3K as of Q2 2026.
  • HFM Investment Advisors bought 41 PG&E shares in Q2 2026, an estimated $690.
  • PG&E made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #631 holding.
  • HFM Investment Advisors first reported a position in PG&E in Q1 2025 and has held it in 6 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.