LCM
PCG icon

LVM Capital Management’s PG&E PCG Stock Holding History

LVM Capital Management’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 		– Sell
-29,455
Closed -$518K – 167
2026
Q1 		$518K Buy
+29,455
New +$501K 0.05% 112

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

LVM Capital Management's PCG Position: Q2 2026 in Review

LVM Capital Management sold out of PG&E (PCG) in Q2 2026, closing a stake of 29,455 shares — an estimated $518K sold.

LVM Capital Management first reported a position in PCG in Q1 2026 and held it in 1 quarter. The position peaked at $518K in Q1 2026. 322 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • LVM Capital Management reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • LVM Capital Management sold 29,455 PG&E shares in Q2 2026, an estimated $518K.
  • LVM Capital Management first reported a position in PG&E in Q1 2026 and held it in 1 quarter.
  • LVM Capital Management's PG&E position peaked at $518K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.