PWMAG
PCG icon

Pinnacle Wealth Management Advisory Group’s PG&E PCG Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$709K Sell
42,165
-3,894
-8% -$65.5K 0.04% 228
2026
Q1 		$809K Buy
46,059
+3,363
+8% +$57.2K 0.06% 194
2025
Q4 		$686K Buy
+42,696
New +$682K 0.05% 211

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Pinnacle Wealth Management Advisory Group's PCG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its PG&E (PCG) stake by 8.5% in Q2 2026, selling an estimated $65.5K and leaving 42,165 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #228.

Pinnacle Wealth Management Advisory Group first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $809K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 42,165 shares of PG&E worth $709K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 3,894 PG&E shares in Q2 2026, an estimated $65.5K.
  • PG&E made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #228 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's PG&E position peaked at $809K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.