PWAM
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Private Wealth Asset Management’s PG&E PCG Stock Holding History

Private Wealth Asset Management’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
Q1 		– Sell
-15
Closed -$241 – 1084
2025
Q4 		$241 Hold
15
– – ﹤0.01% 968
2025
Q3 		$226 Hold
15
– – ﹤0.01% 966
2025
Q2 		$209 Hold
15
– – ﹤0.01% 969
2025
Q1 		$258 Buy
+15
New +$249 ﹤0.01% 1052

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Private Wealth Asset Management's PCG Position: Q1 2026 in Review

Private Wealth Asset Management sold out of PG&E (PCG) in Q1 2026, closing a stake of 15 shares — an estimated $241 sold.

Private Wealth Asset Management first reported a position in PCG in Q1 2025 and held it in 4 quarters. The position peaked at $258 in Q1 2025. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Private Wealth Asset Management reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 15 PG&E shares in Q1 2026, an estimated $241.
  • Private Wealth Asset Management first reported a position in PG&E in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's PG&E position peaked at $258 in Q1 2025.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.