Level Four Advisory Services’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$335K Buy
19,901
+9,697
+95% +$163K 0.01% 728
2026
Q1
$179K Buy
10,204
+67
+0.7% +$1.14K 0.01% 837
2025
Q4
$163K Buy
+10,137
New +$162K 0.01% 821
2025
Q1
Sell
-11,066
Closed -$223K 779
2024
Q4
$223K Buy
11,066
+772
+7% +$15.7K 0.01% 699
2024
Q3
$208K Buy
+10,294
New +$193K 0.01% 720

Other funds holding PCG

Level Four Advisory Services's PCG Position: Q2 2026 in Review

Level Four Advisory Services increased its PG&E (PCG) stake by 95% in Q2 2026, buying an estimated $163K and bringing the position to 19,901 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #728.

Level Four Advisory Services first reported a position in PCG in Q3 2024 and has held it in 5 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Level Four Advisory Services held 19,901 shares of PG&E worth $335K as of Q2 2026.
  • Level Four Advisory Services bought 9,697 PG&E shares in Q2 2026, an estimated $163K.
  • PG&E made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #728 holding.
  • Level Four Advisory Services first reported a position in PG&E in Q3 2024 and has held it in 5 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.