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Orion Portfolio Solutions’s PG&E PCG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$337K Buy
19,616
+3,113
+19% +$51.6K ﹤0.01% 1580
2024
Q4 		$333K Buy
16,503
+2,085
+14% +$42.4K ﹤0.01% 1508
2024
Q3 		$285K Buy
14,418
+1,232
+9% +$23.1K ﹤0.01% 1539
2024
Q2 		$230K Buy
13,186
+1,296
+11% +$22.8K ﹤0.01% 1574
2024
Q1 		$199K Sell
11,890
-569
-5% -$9.54K ﹤0.01% 1622
2023
Q4 		$225K Buy
+12,459
New +$210K ﹤0.01% 1526
2020
Q3 		– Sell
-126
Closed -$1K – 1564
2020
Q2 		$1K Sell
126
-27
-18% -$294 ﹤0.01% 2043
2020
Q1 		$1K Sell
153
-6
-4% -$80 ﹤0.01% 1775
2019
Q4 		$2K Buy
+159
New +$1.36K ﹤0.01% 1539

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Orion Portfolio Solutions's PCG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its PG&E (PCG) stake by 19% in Q1 2025, buying an estimated $51.6K and bringing the position to 19,616 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Orion Portfolio Solutions first reported a position in PCG in Q4 2019 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • Orion Portfolio Solutions held 19,616 shares of PG&E worth $337K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,113 PG&E shares in Q1 2025, an estimated $51.6K.
  • PG&E made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1580 holding.
  • Orion Portfolio Solutions first reported a position in PG&E in Q4 2019 and has held it in 9 quarters since.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.