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Marshall Investment Management’s PG&E PCG Stock Holding History

Marshall Investment 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 		$505 Hold
30
– – ﹤0.01% 462
2026
Q1 		$527 Buy
+30
New +$510 ﹤0.01% 260
2025
Q2 		– Sell
-30
Closed -$515 – 166
2025
Q1 		$515 Buy
+30
New +$498 ﹤0.01% 234

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

Marshall Investment Management's PCG Position: Q2 2026 in Review

Marshall Investment Management held its PG&E (PCG) position steady in Q2 2026 at 30 shares worth $505. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Marshall Investment Management first reported a position in PCG in Q1 2025 and has held it in 3 quarters since. The position peaked at $527 in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Marshall Investment Management held 30 shares of PG&E worth $505 as of Q2 2026.
  • Marshall Investment Management left its PG&E share count unchanged in Q2 2026.
  • PG&E made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #462 holding.
  • Marshall Investment Management first reported a position in PG&E in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's PG&E position peaked at $527 in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.