MYIA
PCG icon

Mount Yale Investment Advisors’s PG&E PCG Stock Holding History

Mount Yale 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
Q3 		– Sell
-1,758
Closed -$24.5K – 1331
2025
Q2 		$24.5K Buy
+1,758
New +$28.6K ﹤0.01% 1004

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mount Yale Investment Advisors's PCG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of PG&E (PCG) in Q3 2025, closing a stake of 1,758 shares — an estimated $24.5K sold.

Mount Yale Investment Advisors first reported a position in PCG in Q2 2025 and held it in 1 quarter. The position peaked at $24.5K in Q2 2025. 827 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining PG&E position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,758 PG&E shares in Q3 2025, an estimated $24.5K.
  • Mount Yale Investment Advisors first reported a position in PG&E in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's PG&E position peaked at $24.5K in Q2 2025.
  • 827 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.