Kovitz Investment Group Partners
PCG icon

Kovitz Investment Group Partners’s PG&E PCG Stock Holding History

Kovitz Investment Group 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 		$2.23M Sell
132,590
-15,395
-10% -$259K 0.05% 216
2026
Q1 		$2.6M Sell
147,985
-212,478
-59% -$3.62M 0.06% 197
2025
Q4 		$5.79M Sell
360,463
-1,724,997
-83% -$27.6M 0.13% 136
2025
Q3 		$31.4M Buy
2,085,460
+10,514
+0.5% +$153K 0.12% 157
2025
Q2 		$28.9M Buy
2,074,946
+155,117
+8% +$2.52M 0.12% 150
2025
Q1 		$33M Buy
1,919,829
+302,270
+19% +$5.01M 0.17% 122
2024
Q4 		$32.6M Buy
1,617,559
+83,417
+5% +$1.7M 0.16% 123
2024
Q3 		$30.1M Buy
1,534,142
+17,754
+1% +$332K 0.21% 89
2024
Q2 		$26.5M Sell
1,516,388
-59,000
-4% -$1.04M 0.23% 77
2024
Q1 		$26.4M Buy
+1,575,388
New +$26.4M 0.34% 47

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

Kovitz Investment Group Partners's PCG Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its PG&E (PCG) stake by 10% in Q2 2026, selling an estimated $259K and leaving 132,590 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #216.

Kovitz Investment Group Partners first reported a position in PCG in Q1 2024 and has held it in 10 quarters since. The position peaked at $33M in Q1 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Kovitz Investment Group Partners held 132,590 shares of PG&E worth $2.23M as of Q2 2026.
  • Kovitz Investment Group Partners sold 15,395 PG&E shares in Q2 2026, an estimated $259K.
  • PG&E made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #216 holding.
  • Kovitz Investment Group Partners first reported a position in PG&E in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's PG&E position peaked at $33M in Q1 2025.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.