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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $432B AUM 30.22% 1-Year Est. Return

SHP Wealth Management's PCG Position: Q1 2026 in Review

SHP Wealth Management increased its PG&E (PCG) stake by 167% in Q1 2026, buying an estimated $2.88K and bringing the position to 270 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

SHP Wealth Management first reported a position in PCG in Q4 2025 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • SHP Wealth Management held 270 shares of PG&E worth $4.75K as of Q1 2026.
  • SHP Wealth Management bought 169 PG&E shares in Q1 2026, an estimated $2.88K.
  • PG&E made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1086 holding.
  • SHP Wealth Management first reported a position in PG&E in Q4 2025 and has held it in 2 quarters since.
  • 905 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.