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OneDigital Investment Advisors’s PG&E PCG Stock Holding History

OneDigital 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
Q4 		– Sell
-17,119
Closed -$258K – 1573
2025
Q3 		$258K Sell
17,119
-1,009
-6% -$14.7K ﹤0.01% 1273
2025
Q2 		$253K Buy
+18,128
New +$295K ﹤0.01% 1263
2024
Q4 		– Sell
-14,753
Closed -$292K – 1486
2024
Q3 		$292K Buy
+14,753
New +$276K ﹤0.01% 1167
2024
Q1 		– Sell
-22,177
Closed -$400K – 1144
2023
Q4 		$400K Buy
+22,177
New +$374K 0.01% 803
2019
Q1 		– Sell
-4,555
Closed -$108K – 1175
2018
Q4 		$108K Buy
+4,555
New +$163K 0.02% 323

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OneDigital Investment Advisors's PCG Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of PG&E (PCG) in Q4 2025, closing a stake of 17,119 shares — an estimated $258K sold.

OneDigital Investment Advisors first reported a position in PCG in Q4 2018 and held it in 5 quarters. The position peaked at $400K in Q4 2023. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 17,119 PG&E shares in Q4 2025, an estimated $258K.
  • OneDigital Investment Advisors first reported a position in PG&E in Q4 2018 and held it in 5 quarters.
  • OneDigital Investment Advisors's PG&E position peaked at $400K in Q4 2023.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.