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Optima Capital’s PG&E PCG Stock Holding History

Optima Capital’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
Q1 		– Sell
-1,030
Closed -$16.6K – 956
2025
Q4 		$16.6K Buy
+1,030
New +$16.5K 0.01% 456

Other funds holding PCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optima Capital's PCG Position: Q1 2026 in Review

Optima Capital sold out of PG&E (PCG) in Q1 2026, closing a stake of 1,030 shares — an estimated $16.6K sold.

Optima Capital first reported a position in PCG in Q4 2025 and held it in 1 quarter. The position peaked at $16.6K in Q4 2025. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Optima Capital reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,030 PG&E shares in Q1 2026, an estimated $16.6K.
  • Optima Capital first reported a position in PG&E in Q4 2025 and held it in 1 quarter.
  • Optima Capital's PG&E position peaked at $16.6K in Q4 2025.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.