Lido Advisors
PCG icon

Lido Advisors’s PG&E PCG Stock Holding History

Lido 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 		$1.6M Buy
94,784
+50,762
+115% +$854K ﹤0.01% 884
2026
Q1 		$775K Buy
44,022
+9,624
+28% +$164K ﹤0.01% 1081
2025
Q4 		$539K Buy
34,398
+15,743
+84% +$251K ﹤0.01% 1267
2025
Q3 		$282K Buy
18,655
+37
+0.2% +$540 ﹤0.01% 1518
2025
Q2 		$260K Sell
18,618
-19,411
-51% -$316K ﹤0.01% 1404
2025
Q1 		$654K Buy
38,029
+978
+3% +$16.2K ﹤0.01% 926
2024
Q4 		$749K Buy
37,051
+4,752
+15% +$96.7K ﹤0.01% 872
2024
Q3 		$639K Buy
32,299
+5,216
+19% +$97.6K ﹤0.01% 870
2024
Q2 		$473K Sell
27,083
-3,100
-10% -$54.6K ﹤0.01% 947
2024
Q1 		$506K Buy
30,183
+228
+0.8% +$3.82K ﹤0.01% 900
2023
Q4 		$540K Buy
29,955
+5,745
+24% +$97K ﹤0.01% 835
2023
Q3 		$391K Buy
24,210
+1,998
+9% +$34.3K ﹤0.01% 827
2023
Q2 		$384K Buy
22,212
+2,671
+14% +$45.2K ﹤0.01% 826
2023
Q1 		$316K Buy
19,541
+1,910
+11% +$30.2K ﹤0.01% 854
2022
Q4 		$287K Buy
17,631
+452
+3% +$6.83K ﹤0.01% 799
2022
Q3 		$214K Sell
17,179
-2,516
-13% -$29.5K ﹤0.01% 866
2022
Q2 		$196K Buy
19,695
+444
+2% +$5.22K ﹤0.01% 877
2022
Q1 		$229K Buy
19,251
+3,111
+19% +$36.8K ﹤0.01% 912
2021
Q4 		$195K Buy
16,140
+188
+1% +$2.2K ﹤0.01% 963
2021
Q3 		$153K Buy
15,952
+87
+0.5% +$821 ﹤0.01% 934
2021
Q2 		$161K Sell
15,865
-316
-2% -$3.39K ﹤0.01% 882
2021
Q1 		$189K Sell
16,181
-258
-2% -$3K ﹤0.01% 813
2020
Q4 		$204K Buy
16,439
+1,217
+8% +$13.8K ﹤0.01% 770
2020
Q3 		$143K Buy
15,222
+94
+0.6% +$871 ﹤0.01% 605
2020
Q2 		$134K Buy
15,128
+100
+0.7% +$1.09K ﹤0.01% 570
2020
Q1 		$135K Buy
+15,028
New +$200K 0.01% 545

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

Lido Advisors's PCG Position: Q2 2026 in Review

Lido Advisors increased its PG&E (PCG) stake by 115% in Q2 2026, buying an estimated $854K and bringing the position to 94,784 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Lido Advisors first reported a position in PCG in Q1 2020 and has held it in 26 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Lido Advisors held 94,784 shares of PG&E worth $1.6M as of Q2 2026.
  • Lido Advisors bought 50,762 PG&E shares in Q2 2026, an estimated $854K.
  • PG&E made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #884 holding.
  • Lido Advisors first reported a position in PG&E in Q1 2020 and has held it in 26 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.