NWM
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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
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

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Northwest Wealth Management reduced its PG&E (PCG) stake by 5.1% in Q2 2026, selling an estimated $30.5K and leaving 33,878 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #112.

Northwest Wealth Management first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $627K in Q1 2026. 285 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Northwest Wealth Management held 33,878 shares of PG&E worth $570K as of Q2 2026.
  • Northwest Wealth Management sold 1,810 PG&E shares in Q2 2026, an estimated $30.5K.
  • PG&E made up 0.08% of Northwest Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Northwest Wealth Management first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Northwest Wealth Management's PG&E position peaked at $627K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.