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Kovack Advisors’s PG&E PCG Stock Holding History

Kovack 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
2026
Q2 		$322K Sell
19,151
-3,445
-15% -$58K 0.02% 778
2026
Q1 		$397K Buy
+22,596
New +$384K 0.02% 662

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

Kovack Advisors's PCG Position: Q2 2026 in Review

Kovack Advisors reduced its PG&E (PCG) stake by 15% in Q2 2026, selling an estimated $58K and leaving 19,151 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #778.

Kovack Advisors first reported a position in PCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $397K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Kovack Advisors held 19,151 shares of PG&E worth $322K as of Q2 2026.
  • Kovack Advisors sold 3,445 PG&E shares in Q2 2026, an estimated $58K.
  • PG&E made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #778 holding.
  • Kovack Advisors first reported a position in PG&E in Q1 2026 and has held it in 2 quarters since.
  • Kovack Advisors's PG&E position peaked at $397K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.