MWM
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Modern Wealth Management’s PG&E PCG Stock Holding History

Modern Wealth 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 		$252K Buy
+15,006
New +$253K ﹤0.01% 944
2025
Q3 		– Sell
-11,525
Closed -$161K – 830
2025
Q2 		$161K Buy
+11,525
New +$187K ﹤0.01% 752

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

Modern Wealth Management's PCG Position: Q2 2026 in Review

Modern Wealth Management opened a new position in PG&E (PCG) in Q2 2026: 15,006 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in PCG as recently as Q2 2025.

Modern Wealth Management first reported a position in PCG in Q2 2025 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Modern Wealth Management held 15,006 shares of PG&E worth $252K as of Q2 2026.
  • PG&E was a new Modern Wealth Management position in Q2 2026.
  • PG&E made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #944 holding.
  • Modern Wealth Management first reported a position in PG&E in Q2 2025 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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