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Pinnacle Wealth Planning Services’s PG&E PCG Stock Holding History

Pinnacle Wealth Planning Services’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 		$26.7K Sell
1,586
-100
-6% -$1.68K ﹤0.01% 1649
2026
Q1 		$29.6K Buy
1,686
+164
+11% +$2.79K ﹤0.01% 1486
2025
Q4 		$24.5K Buy
+1,522
New +$24.3K ﹤0.01% 1623
2021
Q1 		– Sell
-157
Closed -$2K – 1484
2020
Q4 		$2K Buy
+157
New +$1.78K ﹤0.01% 1963

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 Planning Services's PCG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its PG&E (PCG) stake by 5.9% in Q2 2026, selling an estimated $1.68K and leaving 1,586 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Pinnacle Wealth Planning Services first reported a position in PCG in Q4 2020 and has held it in 4 quarters since. The position peaked at $29.6K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,586 shares of PG&E worth $26.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 100 PG&E shares in Q2 2026, an estimated $1.68K.
  • PG&E made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1649 holding.
  • Pinnacle Wealth Planning Services first reported a position in PG&E in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's PG&E position peaked at $29.6K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.