NWAG
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Net Worth Advisory Group’s PG&E PCG Stock Holding History

Net Worth Advisory Group’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
-17,274
Closed -$241K – 466
2025
Q2 		$241K Sell
17,274
-8,252
-32% -$134K 0.05% 366
2025
Q1 		$439K Buy
25,526
+194
+0.8% +$3.22K 0.14% 176
2024
Q4 		$511K Sell
25,332
-1,351
-5% -$27.5K 0.16% 169
2024
Q3 		$528K Buy
+26,683
New +$499K 0.16% 170

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Net Worth Advisory Group's PCG Position: Q3 2025 in Review

Net Worth Advisory Group sold out of PG&E (PCG) in Q3 2025, closing a stake of 17,274 shares — an estimated $241K sold.

Net Worth Advisory Group first reported a position in PCG in Q3 2024 and held it in 4 quarters. The position peaked at $528K in Q3 2024. 829 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Net Worth Advisory Group reported no remaining PG&E position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 17,274 PG&E shares in Q3 2025, an estimated $241K.
  • Net Worth Advisory Group first reported a position in PG&E in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's PG&E position peaked at $528K in Q3 2024.
  • 829 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.