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Richard Bernstein Advisors’s PG&E PCG Stock Holding History

Richard Bernstein Advisors’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
-127,945
Closed -$2.06M – 248
2025
Q4 		$2.06M Sell
127,945
-12,736
-9% -$203K 0.06% 66
2025
Q3 		$2.12M Sell
140,681
-172,561
-55% -$2.52M 0.06% 82
2025
Q2 		$4.37M Hold
313,242
– – 0.11% 81
2025
Q1 		$5.38M Sell
313,242
-16,468
-5% -$273K 0.13% 53
2024
Q4 		$6.65M Buy
+329,710
New +$6.71M 0.15% 47
2024
Q3 		– Sell
-179,060
Closed -$3.13M – 234
2024
Q2 		$3.13M Hold
179,060
– – 0.07% 140
2024
Q1 		$3M Buy
+179,060
New +$3M 0.06% 164

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

Richard Bernstein Advisors's PCG Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of PG&E (PCG) in Q1 2026, closing a stake of 127,945 shares — an estimated $2.06M sold.

Richard Bernstein Advisors first reported a position in PCG in Q1 2024 and held it in 7 quarters. The position peaked at $6.65M in Q4 2024. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Richard Bernstein Advisors reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Richard Bernstein Advisors sold 127,945 PG&E shares in Q1 2026, an estimated $2.06M.
  • Richard Bernstein Advisors first reported a position in PG&E in Q1 2024 and held it in 7 quarters.
  • Richard Bernstein Advisors's PG&E position peaked at $6.65M in Q4 2024.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.