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Marshall & Sterling Wealth Advisors’s PG&E PCG Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-343
Closed -$5.17K – 543
2025
Q3 		$5.17K Buy
343
+88
+35% +$1.28K ﹤0.01% 497
2025
Q2 		$3.56K Sell
255
-59
-19% -$960 ﹤0.01% 513
2025
Q1 		$5.39K Buy
+314
New +$5.21K ﹤0.01% 457

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PCG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of PG&E (PCG) in Q4 2025, closing a stake of 343 shares — an estimated $5.17K sold.

Marshall & Sterling Wealth Advisors first reported a position in PCG in Q1 2025 and held it in 3 quarters. The position peaked at $5.39K in Q1 2025. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 343 PG&E shares in Q4 2025, an estimated $5.17K.
  • Marshall & Sterling Wealth Advisors first reported a position in PG&E in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's PG&E position peaked at $5.39K in Q1 2025.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.