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Perpetual Ltd’s PG&E PCG Stock Holding History

Perpetual Ltd’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 		$1.75M Sell
104,298
-1,751,229
-94% -$29.5M 0.03% 183
2026
Q1 		$32.6M Buy
1,855,527
+240,403
+15% +$4.09M 0.5% 54
2025
Q4 		$26M Buy
1,615,124
+1,541,039
+2,080% +$24.6M 0.38% 70
2025
Q3 		$1.12M Buy
74,085
+3,183
+4% +$46.4K 0.01% 237
2025
Q2 		$988K Buy
+70,902
New +$1.15M 0.01% 244
2024
Q3 		– Sell
-15,036
Closed -$263K – 458
2024
Q2 		$263K Buy
+15,036
New +$265K ﹤0.01% 395
2024
Q1 		– Sell
-10,155
Closed -$183K – 464
2023
Q4 		$183K Sell
10,155
-5,858
-37% -$98.9K ﹤0.01% 424
2023
Q3 		$258K Sell
16,013
-36,453
-69% -$626K ﹤0.01% 420
2023
Q2 		$907K Buy
52,466
+34,224
+188% +$580K 0.01% 325
2023
Q1 		$295K Buy
+18,242
New +$288K ﹤0.01% 449
2018
Q1 		– Sell
-4,782
Closed -$215K – 180
2017
Q4 		$215K Buy
4,782
+800
+20% +$44.8K 0.03% 168
2017
Q3 		$276K Hold
3,982
– – 0.04% 137
2017
Q2 		$264K Hold
3,982
– – 0.02% 229
2017
Q1 		$268K Hold
3,982
– – 0.03% 163
2016
Q4 		$242K Buy
3,982
+600
+18% +$35.9K 0.04% 98
2016
Q3 		$207K Sell
3,382
-3,905
-54% -$248K 0.02% 232
2016
Q2 		$466K Buy
7,287
+3,382
+87% +$203K 0.05% 168
2016
Q1 		$233K Hold
3,905
– – 0.02% 176
2015
Q4 		$208K Buy
+3,905
New +$208K 0.02% 171
2015
Q2 		– Sell
-3,782
Closed -$201K – 192
2015
Q1 		$201K Hold
3,782
– – 0.02% 186
2014
Q4 		$201K Buy
+3,782
New +$187K 0.02% 212

Other funds holding PCG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Perpetual Ltd's PCG Position: Q2 2026 in Review

Perpetual Ltd reduced its PG&E (PCG) stake by 94% in Q2 2026, selling an estimated $29.5M and leaving 104,298 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #183.

Perpetual Ltd first reported a position in PCG in Q4 2014 and has held it in 21 quarters since. The position peaked at $32.6M in Q1 2026. 143 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Perpetual Ltd held 104,298 shares of PG&E worth $1.75M as of Q2 2026.
  • Perpetual Ltd sold 1,751,229 PG&E shares in Q2 2026, an estimated $29.5M.
  • PG&E made up 0.03% of Perpetual Ltd's portfolio in Q2 2026, its #183 holding.
  • Perpetual Ltd first reported a position in PG&E in Q4 2014 and has held it in 21 quarters since.
  • Perpetual Ltd's PG&E position peaked at $32.6M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.