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Institute for Wealth Management’s PG&E PCG Stock Holding History

Institute for Wealth Management’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 		$374K Sell
22,237
-2,222
-9% -$37.4K 0.03% 385
2026
Q1 		$430K Buy
24,459
+5
+0% +$85 0.05% 348
2025
Q4 		$393K Buy
+24,454
New +$391K 0.04% 362
2017
Q3 		– Sell
-5,649
Closed -$374K – 354
2017
Q2 		$374K Buy
+5,649
New +$380K 0.1% 272
2014
Q4 		– Sell
-107
Closed -$5K – 46
2014
Q3 		$5K Hold
107
– – ﹤0.01% 56
2014
Q2 		$5K Hold
107
– – ﹤0.01% 57
2014
Q1 		$5K Hold
107
– – ﹤0.01% 67
2013
Q4 		$4K Hold
107
– – ﹤0.01% 69
2013
Q3 		$4K Hold
107
– – ﹤0.01% 61
2013
Q2 		$5K Buy
+107
New +$4.94K ﹤0.01% 95

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

Institute for Wealth Management's PCG Position: Q2 2026 in Review

Institute for Wealth Management reduced its PG&E (PCG) stake by 9.1% in Q2 2026, selling an estimated $37.4K and leaving 22,237 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #385.

Institute for Wealth Management first reported a position in PCG in Q2 2013 and has held it in 10 quarters since. The position peaked at $430K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Institute for Wealth Management held 22,237 shares of PG&E worth $374K as of Q2 2026.
  • Institute for Wealth Management sold 2,222 PG&E shares in Q2 2026, an estimated $37.4K.
  • PG&E made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Institute for Wealth Management first reported a position in PG&E in Q2 2013 and has held it in 10 quarters since.
  • Institute for Wealth Management's PG&E position peaked at $430K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.