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SHP Wealth Management’s PG&E PCG Stock Holding History

SHP Wealth 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
Q2 		$6.89K Buy
409
+139
+51% +$2.34K ﹤0.01% 1080
2026
Q1 		$4.75K Buy
270
+169
+167% +$2.88K ﹤0.01% 1086
2025
Q4 		$1.63K Buy
+101
New +$1.61K ﹤0.01% 1168

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 $3.38T AUM 44.17% 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

SHP Wealth Management's PCG Position: Q2 2026 in Review

SHP Wealth Management increased its PG&E (PCG) stake by 51% in Q2 2026, buying an estimated $2.34K and bringing the position to 409 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

SHP Wealth Management first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • SHP Wealth Management held 409 shares of PG&E worth $6.89K as of Q2 2026.
  • SHP Wealth Management bought 139 PG&E shares in Q2 2026, an estimated $2.34K.
  • PG&E made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1080 holding.
  • SHP Wealth Management first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.