JTWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Thornton Wealth Management's PCG Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its PG&E (PCG) stake by 9.2% in Q1 2026, buying an estimated $107K and bringing the position to 74,738 shares worth $1.39M. The position accounts for 0.12% of the portfolio, ranked #48.

Jackson Thornton Wealth Management first reported a position in PCG in Q2 2025 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Jackson Thornton Wealth Management held 74,738 shares of PG&E worth $1.39M as of Q1 2026.
  • Jackson Thornton Wealth Management bought 6,285 PG&E shares in Q1 2026, an estimated $107K.
  • PG&E made up 0.12% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Jackson Thornton Wealth Management first reported a position in PG&E in Q2 2025 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.