Northwest Wealth Management
PCG icon

Northwest Wealth Management’s PG&E PCG Stock Holding History

Northwest 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
Q3 		$223K Sell
18,165
-15,713
-46% -$252K 0.03% 262
2026
Q2 		$570K Sell
33,878
-1,810
-5% -$30.5K 0.08% 112
2026
Q1 		$627K Buy
35,688
+3,404
+11% +$57.9K 0.09% 106
2025
Q4 		$519K Buy
32,284
+12,635
+64% +$202K 0.08% 114
2025
Q3 		$296K Buy
+19,649
New +$287K 0.05% 159

Other funds holding PCG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Northwest Wealth Management's PCG Position: Q3 2026 in Review

Northwest Wealth Management reduced its PG&E (PCG) stake by 46% in Q3 2026, selling an estimated $252K and leaving 18,165 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #262.

Northwest Wealth Management first reported a position in PCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $627K in Q1 2026. 384 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Northwest Wealth Management held 18,165 shares of PG&E worth $223K as of Q3 2026.
  • Northwest Wealth Management sold 15,713 PG&E shares in Q3 2026, an estimated $252K.
  • PG&E made up 0.03% of Northwest Wealth Management's portfolio in Q3 2026, its #262 holding.
  • Northwest Wealth Management first reported a position in PG&E in Q3 2025 and has held it in 5 quarters since.
  • Northwest Wealth Management's PG&E position peaked at $627K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.