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Jackson Thornton Wealth Management’s PG&E PCG Stock Holding History

Jackson Thornton 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 		$1.28M Buy
76,141
+1,403
+2% +$23.6K 0.1% 58
2026
Q1 		$1.39M Buy
74,738
+6,285
+9% +$107K 0.12% 48
2025
Q4 		$1.11M Buy
68,453
+12,510
+22% +$200K 0.1% 52
2025
Q3 		$935K Buy
55,943
+45,260
+424% +$660K 0.09% 52
2025
Q2 		$146K Buy
+10,683
New +$174K 0.02% 148

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's PCG Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its PG&E (PCG) stake by 1.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 76,141 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #58.

Jackson Thornton Wealth Management first reported a position in PCG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q1 2026. 937 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Jackson Thornton Wealth Management held 76,141 shares of PG&E worth $1.28M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,403 PG&E shares in Q2 2026, an estimated $23.6K.
  • PG&E made up 0.1% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Jackson Thornton Wealth Management first reported a position in PG&E in Q2 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's PG&E position peaked at $1.39M in Q1 2026.
  • 937 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.