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Strategic Wealth Partners’s PG&E PCG Stock Holding History

Strategic Wealth Partners’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 		– Sell
-461
Closed -$8.11K – 1539
2026
Q1 		$8.11K Buy
461
+36
+8% +$613 ﹤0.01% 942
2025
Q4 		$6.83K Buy
+425
New +$6.79K ﹤0.01% 989

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

Strategic Wealth Partners's PCG Position: Q2 2026 in Review

Strategic Wealth Partners sold out of PG&E (PCG) in Q2 2026, closing a stake of 461 shares — an estimated $8.11K sold.

Strategic Wealth Partners first reported a position in PCG in Q4 2025 and held it in 2 quarters. The position peaked at $8.11K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Strategic Wealth Partners reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 461 PG&E shares in Q2 2026, an estimated $8.11K.
  • Strategic Wealth Partners first reported a position in PG&E in Q4 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's PG&E position peaked at $8.11K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.