MPWT
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MassMutual Private Wealth & Trust’s PG&E PCG Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$47.1K Sell
3,846
-1,137
-23% -$18.2K ﹤0.01% 756
2026
Q2 		$83.8K Buy
4,983
+119
+2% +$2K ﹤0.01% 621
2026
Q1 		$85.5K Sell
4,864
-320
-6% -$5.45K ﹤0.01% 610
2025
Q4 		$83.3K Buy
5,184
+1,656
+47% +$26.4K ﹤0.01% 638
2025
Q3 		$53.2K Sell
3,528
-337
-9% -$4.92K ﹤0.01% 779
2025
Q2 		$53.9K Sell
3,865
-1,318
-25% -$21.4K ﹤0.01% 756
2025
Q1 		$89K Buy
5,183
+1,203
+30% +$20K ﹤0.01% 581
2024
Q4 		$80.3K Buy
3,980
+328
+9% +$6.67K ﹤0.01% 619
2024
Q3 		$72.2K Buy
3,652
+56
+2% +$1.05K ﹤0.01% 585
2024
Q2 		$62.8K Buy
3,596
+1,179
+49% +$20.8K ﹤0.01% 599
2024
Q1 		$40.5K Sell
2,417
-52
-2% -$872 ﹤0.01% 661
2023
Q4 		$44.5K Sell
2,469
-83
-3% -$1.4K ﹤0.01% 632
2023
Q3 		$41.2K Buy
2,552
+151
+6% +$2.6K ﹤0.01% 638
2023
Q2 		$41.5K Buy
2,401
+1,627
+210% +$27.6K ﹤0.01% 580
2023
Q1 		$12.5K Buy
774
+621
+406% +$9.81K ﹤0.01% 869
2022
Q4 		$2K Buy
153
+122
+394% +$1.84K ﹤0.01% 1307
2022
Q3 		$0 Sell
31
-35
-53% -$410 ﹤0.01% 1761
2022
Q2 		$1K Sell
66
-105
-61% -$1.24K ﹤0.01% 1375
2022
Q1 		$2K Buy
171
+116
+211% +$1.37K ﹤0.01% 1185
2021
Q4 		$1K Buy
+55
New +$644 ﹤0.01% 1278
2021
Q1 		– Sell
-56
Closed -$1K – 1161
2020
Q4 		$1K Buy
+56
New +$633 ﹤0.01% 854
2019
Q3 		– Sell
-265
Closed -$6K – 886
2019
Q2 		$6K Hold
265
– – ﹤0.01% 642
2019
Q1 		$4.72K Buy
+265
New +$4.28K ﹤0.01% 694
2018
Q3 		– Sell
-183
Closed -$7.79K – 1078
2018
Q2 		$7.79K Buy
183
+136
+289% +$5.9K ﹤0.01% 647
2018
Q1 		$2.06K Hold
47
– – ﹤0.01% 821
2017
Q4 		$2.11K Sell
47
-47
-50% -$2.63K ﹤0.01% 761
2017
Q3 		$6.4K Hold
94
– – ﹤0.01% 823
2017
Q2 		$6.24K Hold
94
– – ﹤0.01% 801
2017
Q1 		$6.24K Buy
+94
New +$5.99K ﹤0.01% 777
2016
Q2 		$511 Buy
+8
New +$479 ﹤0.01% 753
2015
Q4 		– Sell
-550
Closed -$24.8K – 927
2015
Q3 		$24.8K Buy
550
+300
+120% +$15.3K 0.01% 432
2015
Q2 		$12K Sell
250
-50
-17% -$2.6K ﹤0.01% 468
2015
Q1 		$15.9K Sell
300
-250
-45% -$13.8K ﹤0.01% 446
2014
Q4 		$29.3K Hold
550
– – 0.01% 299
2014
Q3 		$24.8K Buy
550
+300
+120% +$13.8K ﹤0.01% 429
2014
Q2 		$12K Hold
250
– – ﹤0.01% 338
2014
Q1 		$10.8K Hold
250
– – 0.01% 324
2013
Q4 		$10.1K Buy
+250
New +$10.2K 0.01% 290

Other funds holding PCG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MassMutual Private Wealth & Trust's PCG Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its PG&E (PCG) stake by 23% in Q3 2026, selling an estimated $18.2K and leaving 3,846 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

MassMutual Private Wealth & Trust first reported a position in PCG in Q4 2013 and has held it in 38 quarters since. The position peaked at $89K in Q1 2025. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • MassMutual Private Wealth & Trust held 3,846 shares of PG&E worth $47.1K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 1,137 PG&E shares in Q3 2026, an estimated $18.2K.
  • PG&E made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #756 holding.
  • MassMutual Private Wealth & Trust first reported a position in PG&E in Q4 2013 and has held it in 38 quarters since.
  • MassMutual Private Wealth & Trust's PG&E position peaked at $89K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.