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Souders Financial Advisors’s PG&E PCG Stock Holding History

Souders Financial 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 		$292K Sell
17,377
-358
-2% -$6.03K 0.03% 194
2026
Q1 		$312K Sell
17,735
-3,953
-18% -$67.3K 0.04% 179
2025
Q4 		$349K Sell
21,688
-1,555
-7% -$24.8K 0.04% 167
2025
Q3 		$351K Sell
23,243
-13,634
-37% -$199K 0.04% 160
2025
Q2 		$514K Sell
36,877
-25,346
-41% -$412K 0.07% 133
2025
Q1 		$1.07M Sell
62,223
-71,283
-53% -$1.18M 0.15% 88
2024
Q4 		$2.69M Sell
133,506
-56,736
-30% -$1.15M 0.38% 61
2024
Q3 		$3.76M Buy
190,242
+2,426
+1% +$45.4K 0.52% 58
2024
Q2 		$3.28M Buy
187,816
+5,966
+3% +$105K 0.49% 57
2024
Q1 		$3.05M Buy
181,850
+11,690
+7% +$196K 0.48% 60
2023
Q4 		$3.07M Buy
+170,160
New +$2.87M 0.53% 56

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

Souders Financial Advisors's PCG Position: Q2 2026 in Review

Souders Financial Advisors reduced its PG&E (PCG) stake by 2% in Q2 2026, selling an estimated $6.03K and leaving 17,377 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #194.

Souders Financial Advisors first reported a position in PCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.76M in Q3 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Souders Financial Advisors held 17,377 shares of PG&E worth $292K as of Q2 2026.
  • Souders Financial Advisors sold 358 PG&E shares in Q2 2026, an estimated $6.03K.
  • PG&E made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Souders Financial Advisors first reported a position in PG&E in Q4 2023 and has held it in 11 quarters since.
  • Souders Financial Advisors's PG&E position peaked at $3.76M in Q3 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.