Sowell Financial Services’s PG&E PCG Stock Holding History

Sowell Financial Services’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	$180K	Buy	+10,689	New	+$180K	0.01%	1099
2021 Q2	–	Sell	-15,766	Closed	-$172K	–	2069
2021 Q1	$172K	Buy	15,766 +15,277	+3,124%	+$177K	0.01%	1130
2020 Q4	$6K	Hold	489	–	–	﹤0.01%	2219
2020 Q3	$5K	Sell	489 -24	-5%	-$222	﹤0.01%	2005
2020 Q2	$5K	Sell	513 -4,800	-90%	-$52.3K	﹤0.01%	1907
2020 Q1	$48K	Buy	5,313 +4,926	+1,273%	+$65.4K	﹤0.01%	1077
2019 Q4	$4K	Sell	387 -230	-37%	-$1.97K	﹤0.01%	1996
2019 Q3	$6K	Buy	+617	New	+$9.33K	﹤0.01%	1705
2017 Q1	–	Sell	-1,427	Closed	-$90K	–	490
2016 Q4	$90K	Buy	+1,427	New	+$85.5K	0.03%	279

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's PCG Position: Q2 2026 in Review

Sowell Financial Services opened a new position in PG&E (PCG) in Q2 2026: 10,689 shares worth $180K. The stake represents 0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in PCG as recently as Q1 2021.

Sowell Financial Services first reported a position in PCG in Q4 2016 and has held it in 9 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Sowell Financial Services held 10,689 shares of PG&E worth $180K as of Q2 2026.
PG&E was a new Sowell Financial Services position in Q2 2026.
PG&E made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1099 holding.
Sowell Financial Services first reported a position in PG&E in Q4 2016 and has held it in 9 quarters since.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.