PAG
PCG icon

Poinciana Advisors Group’s PG&E PCG Stock Holding History

Poinciana Advisors 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 		– Sell
-20,487
Closed -$360K – 136
2026
Q1 		$360K Buy
+20,487
New +$349K 0.28% 60
2025
Q4 		– Sell
-18,040
Closed -$272K – 144
2025
Q3 		$272K Buy
+18,040
New +$263K 0.23% 83
2025
Q2 		– Sell
-11,329
Closed -$195K – 141
2025
Q1 		$195K Buy
+11,329
New +$188K 0.2% 101

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Poinciana Advisors Group's PCG Position: Q2 2026 in Review

Poinciana Advisors Group sold out of PG&E (PCG) in Q2 2026, closing a stake of 20,487 shares — an estimated $360K sold.

Poinciana Advisors Group first reported a position in PCG in Q1 2025 and held it in 3 quarters. The position peaked at $360K in Q1 2026. 461 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Poinciana Advisors Group reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 20,487 PG&E shares in Q2 2026, an estimated $360K.
  • Poinciana Advisors Group first reported a position in PG&E in Q1 2025 and held it in 3 quarters.
  • Poinciana Advisors Group's PG&E position peaked at $360K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.