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Potentia Wealth’s PG&E PCG Stock Holding History

Potentia Wealth’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
-26,457
Closed -$465K – 84
2026
Q1 		$465K Sell
26,457
-4,346
-14% -$74K 0.18% 62
2025
Q4 		$495K Hold
30,803
– – 0.18% 56
2025
Q3 		$465K Sell
30,803
-9,771
-24% -$143K 0.18% 63
2025
Q2 		$566K Sell
40,574
-6,889
-15% -$112K 0.32% 39
2025
Q1 		$815K Sell
47,463
-12,070
-20% -$200K 0.38% 36
2024
Q4 		$1.2M Buy
+59,533
New +$1.21M 0.53% 30

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

Potentia Wealth's PCG Position: Q2 2026 in Review

Potentia Wealth sold out of PG&E (PCG) in Q2 2026, closing a stake of 26,457 shares — an estimated $465K sold.

Potentia Wealth first reported a position in PCG in Q4 2024 and held it in 6 quarters. The position peaked at $1.2M in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Potentia Wealth reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 26,457 PG&E shares in Q2 2026, an estimated $465K.
  • Potentia Wealth first reported a position in PG&E in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's PG&E position peaked at $1.2M in Q4 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.