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Investment Research Partners’s PG&E PCG Stock Holding History

Investment Research 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 		$494K Buy
29,341
+6,943
+31% +$117K 0.17% 141
2026
Q1 		$394K Buy
22,398
+2,921
+15% +$49.7K 0.16% 143
2025
Q4 		$313K Buy
19,477
+2,090
+12% +$33.4K 0.13% 172
2025
Q3 		$274K Buy
+17,387
New +$254K 0.12% 182

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Investment Research Partners's PCG Position: Q2 2026 in Review

Investment Research Partners increased its PG&E (PCG) stake by 31% in Q2 2026, buying an estimated $117K and bringing the position to 29,341 shares worth $494K. The position accounts for 0.17% of the portfolio, ranked #141.

Investment Research Partners first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Investment Research Partners held 29,341 shares of PG&E worth $494K as of Q2 2026.
  • Investment Research Partners bought 6,943 PG&E shares in Q2 2026, an estimated $117K.
  • PG&E made up 0.17% of Investment Research Partners's portfolio in Q2 2026, its #141 holding.
  • Investment Research Partners first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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