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Legacy Capital Wealth Partners’s PG&E PCG Stock Holding History

Legacy Capital Wealth 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 		$194K Buy
11,551
+298
+3% +$5.01K 0.04% 368
2026
Q1 		$198K Buy
11,253
+662
+6% +$11.3K 0.04% 375
2025
Q4 		$170K Buy
+10,591
New +$169K 0.04% 368

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

Legacy Capital Wealth Partners's PCG Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its PG&E (PCG) stake by 2.6% in Q2 2026, buying an estimated $5.01K and bringing the position to 11,551 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #368.

Legacy Capital Wealth Partners first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $198K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Legacy Capital Wealth Partners held 11,551 shares of PG&E worth $194K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 298 PG&E shares in Q2 2026, an estimated $5.01K.
  • PG&E made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • Legacy Capital Wealth Partners first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Legacy Capital Wealth Partners's PG&E position peaked at $198K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.