HWA
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HHM Wealth Advisors’s PG&E PCG Stock Holding History

HHM 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
2025
Q1 		– Sell
-57
Closed -$1.15K – 1017
2024
Q4 		$1.15K Buy
+57
New +$1.16K ﹤0.01% 833
2021
Q1 		– Sell
-363
Closed -$5K – 604
2020
Q4 		$5K Hold
363
– – ﹤0.01% 468
2020
Q3 		$3K Hold
363
– – ﹤0.01% 458
2020
Q2 		$3K Hold
363
– – ﹤0.01% 442
2020
Q1 		$3K Buy
+363
New +$4.82K ﹤0.01% 421

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HHM Wealth Advisors's PCG Position: Q1 2025 in Review

HHM Wealth Advisors sold out of PG&E (PCG) in Q1 2025, closing a stake of 57 shares — an estimated $1.15K sold.

HHM Wealth Advisors first reported a position in PCG in Q1 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2020. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • HHM Wealth Advisors reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 57 PG&E shares in Q1 2025, an estimated $1.15K.
  • HHM Wealth Advisors first reported a position in PG&E in Q1 2020 and held it in 5 quarters.
  • HHM Wealth Advisors's PG&E position peaked at $5K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.