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Principia Wealth Advisory’s PG&E PCG Stock Holding History

Principia Wealth Advisory’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 		$3.36K Buy
200
+12
+6% +$202 ﹤0.01% 450
2026
Q1 		$3.3K Buy
188
+29
+18% +$493 ﹤0.01% 383
2025
Q4 		$2.56K Buy
159
+33
+26% +$527 ﹤0.01% 392
2025
Q3 		$1.9K Buy
126
+99
+367% +$1.44K ﹤0.01% 445
2025
Q2 		$376 Sell
27
-32
-54% -$520 ﹤0.01% 801
2025
Q1 		$992 Sell
59
-5
-8% -$83 ﹤0.01% 398
2024
Q4 		$1.29K Buy
+64
New +$1.3K ﹤0.01% 310

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

Principia Wealth Advisory's PCG Position: Q2 2026 in Review

Principia Wealth Advisory increased its PG&E (PCG) stake by 6.4% in Q2 2026, buying an estimated $202 and bringing the position to 200 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Principia Wealth Advisory first reported a position in PCG in Q4 2024 and has held it in 7 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Principia Wealth Advisory held 200 shares of PG&E worth $3.36K as of Q2 2026.
  • Principia Wealth Advisory bought 12 PG&E shares in Q2 2026, an estimated $202.
  • PG&E made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #450 holding.
  • Principia Wealth Advisory first reported a position in PG&E in Q4 2024 and has held it in 7 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.