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MeadowBrook Investment Advisors’s PG&E PCG Stock Holding History

MeadowBrook Investment 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
Q2 		– Sell
-300
Closed -$5.01K – 280
2025
Q1 		$5.01K Hold
300
– – ﹤0.01% 276
2024
Q4 		$5.4K Hold
300
– – ﹤0.01% 277
2024
Q3 		$5.56K Hold
300
– – 0.01% 271
2024
Q2 		$4.98K Hold
300
– – ﹤0.01% 267
2024
Q1 		$5.06K Hold
300
– – ﹤0.01% 273
2023
Q4 		$4.54K Buy
+300
New +$5.07K ﹤0.01% 283

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MeadowBrook Investment Advisors's PCG Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of PG&E (PCG) in Q2 2025, closing a stake of 300 shares — an estimated $5.01K sold.

MeadowBrook Investment Advisors first reported a position in PCG in Q4 2023 and held it in 6 quarters. The position peaked at $5.56K in Q3 2024. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • MeadowBrook Investment Advisors reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 300 PG&E shares in Q2 2025, an estimated $5.01K.
  • MeadowBrook Investment Advisors first reported a position in PG&E in Q4 2023 and held it in 6 quarters.
  • MeadowBrook Investment Advisors's PG&E position peaked at $5.56K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.