PWG
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Portside Wealth Group’s PG&E PCG Stock Holding History

Portside Wealth 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 		$1.66M Buy
98,846
+12,956
+15% +$218K 0.19% 122
2026
Q1 		$1.51M Buy
85,890
+584
+0.7% +$9.94K 0.2% 123
2025
Q4 		$1.37M Buy
85,306
+4,491
+6% +$71.7K 0.18% 126
2025
Q3 		$1.22M Buy
80,815
+10,894
+16% +$159K 0.17% 137
2025
Q2 		$975K Buy
69,921
+1,256
+2% +$20.4K 0.14% 150
2025
Q1 		$1.18M Buy
68,665
+8,498
+14% +$141K 0.19% 116
2024
Q4 		$1.21M Sell
60,167
-1,602
-3% -$32.6K 0.2% 112
2024
Q3 		$1.22M Sell
61,769
-12,185
-16% -$228K 0.21% 113
2024
Q2 		$1.29M Sell
73,954
-5,276
-7% -$92.9K 0.25% 100
2024
Q1 		$1.33M Buy
79,230
+1,276
+2% +$21.4K 0.25% 97
2023
Q4 		$1.41M Sell
77,954
-10,368
-12% -$175K 0.26% 97
2023
Q3 		$1.43M Buy
88,322
+1,747
+2% +$30K 0.27% 95
2023
Q2 		$1.5M Buy
+86,575
New +$1.47M 0.28% 90

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

Portside Wealth Group's PCG Position: Q2 2026 in Review

Portside Wealth Group increased its PG&E (PCG) stake by 15% in Q2 2026, buying an estimated $218K and bringing the position to 98,846 shares worth $1.66M. The position accounts for 0.19% of the portfolio, ranked #122.

Portside Wealth Group first reported a position in PCG in Q2 2023 and has held it in 13 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Portside Wealth Group held 98,846 shares of PG&E worth $1.66M as of Q2 2026.
  • Portside Wealth Group bought 12,956 PG&E shares in Q2 2026, an estimated $218K.
  • PG&E made up 0.19% of Portside Wealth Group's portfolio in Q2 2026, its #122 holding.
  • Portside Wealth Group first reported a position in PG&E in Q2 2023 and has held it in 13 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.