Nvest Wealth Strategies’s PG&E PCG Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-22	Closed	-$387	–	408
2026 Q1	$387	Buy	+22	New	+$374	﹤0.01%	318

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's PCG Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of PG&E (PCG) in Q2 2026, closing a stake of 22 shares — an estimated $387 sold.

Nvest Wealth Strategies first reported a position in PCG in Q1 2026 and held it in 1 quarter. The position peaked at $387 in Q1 2026. 461 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Nvest Wealth Strategies reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 22 PG&E shares in Q2 2026, an estimated $387.
Nvest Wealth Strategies first reported a position in PG&E in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's PG&E position peaked at $387 in Q1 2026.
461 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.