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

Optimum 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
Q2 		– Sell
-1,000
Closed -$17.2K – 632
2025
Q1 		$17.2K Buy
+1,000
New +$16.6K 0.01% 457
2018
Q3 		– Sell
-163
Closed -$7K – 1072
2018
Q2 		$7K Hold
163
– – ﹤0.01% 895
2018
Q1 		$7K Buy
+163
New +$6.92K ﹤0.01% 863
2015
Q1 		$9K Hold
163
– – ﹤0.01% 812
2014
Q4 		$9K Hold
163
– – ﹤0.01% 855
2014
Q3 		$7K Hold
163
– – ﹤0.01% 806
2014
Q2 		$8K Hold
163
– – ﹤0.01% 806
2014
Q1 		$7K Hold
163
– – ﹤0.01% 638
2013
Q4 		$7K Hold
163
– – ﹤0.01% 640
2013
Q3 		$7K Buy
+163
New +$7.08K ﹤0.01% 612

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Optimum Investment Advisors's PCG Position: Q2 2025 in Review

Optimum Investment Advisors sold out of PG&E (PCG) in Q2 2025, closing a stake of 1,000 shares — an estimated $17.2K sold.

Optimum Investment Advisors first reported a position in PCG in Q3 2013 and held it in 10 quarters. The position peaked at $17.2K in Q1 2025. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • Optimum Investment Advisors reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 PG&E shares in Q2 2025, an estimated $17.2K.
  • Optimum Investment Advisors first reported a position in PG&E in Q3 2013 and held it in 10 quarters.
  • Optimum Investment Advisors's PG&E position peaked at $17.2K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.