LI
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LRI Investments’s PG&E PCG Stock Holding History

LRI Investments’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 		$1.18K Buy
70
+40
+133% +$673 ﹤0.01% 1345
2026
Q1 		$527 Buy
+30
New +$510 ﹤0.01% 1368
2024
Q3 		– Sell
-660
Closed -$11.5K – 1191
2024
Q2 		$11.5K Hold
660
– – ﹤0.01% 722
2024
Q1 		$11.1K Buy
+660
New +$11.1K ﹤0.01% 485

Other funds holding PCG

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's PCG Position: Q2 2026 in Review

LRI Investments increased its PG&E (PCG) stake by 133% in Q2 2026, buying an estimated $673 and bringing the position to 70 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

LRI Investments first reported a position in PCG in Q1 2024 and has held it in 4 quarters since. The position peaked at $11.5K in Q2 2024. 322 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • LRI Investments held 70 shares of PG&E worth $1.18K as of Q2 2026.
  • LRI Investments bought 40 PG&E shares in Q2 2026, an estimated $673.
  • PG&E made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1345 holding.
  • LRI Investments first reported a position in PG&E in Q1 2024 and has held it in 4 quarters since.
  • LRI Investments's PG&E position peaked at $11.5K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.