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Soltis Investment Advisors’s PG&E PCG Stock Holding History

Soltis Investment 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
Q2 		$560K Buy
33,284
+6,770
+26% +$114K 0.03% 339
2026
Q1 		$466K Buy
26,514
+6,115
+30% +$104K 0.03% 355
2025
Q4 		$328K Buy
+20,399
New +$326K 0.02% 387

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

Soltis Investment Advisors's PCG Position: Q2 2026 in Review

Soltis Investment Advisors increased its PG&E (PCG) stake by 26% in Q2 2026, buying an estimated $114K and bringing the position to 33,284 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #339.

Soltis Investment Advisors first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Soltis Investment Advisors held 33,284 shares of PG&E worth $560K as of Q2 2026.
  • Soltis Investment Advisors bought 6,770 PG&E shares in Q2 2026, an estimated $114K.
  • PG&E made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #339 holding.
  • Soltis Investment Advisors first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.