SSG
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Summit Securities Group’s PG&E PCG Stock Holding History

Summit Securities Group’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 		$145K Buy
8,592
+8,231
+2,280% +$139K 0.01% 318
2026
Q1 		$6.34K Sell
361
-2,902
-89% -$49.4K ﹤0.01% 764
2025
Q4 		$52.4K Sell
3,263
-526
-14% -$8.4K 0.01% 604
2025
Q3 		$57.1K Sell
3,789
-5,491
-59% -$80.1K 0.01% 534
2025
Q2 		$129K Buy
+9,280
New +$151K 0.02% 325
2023
Q3 		– Sell
-2,112
Closed -$36K – 913
2023
Q2 		$36K Sell
2,112
-1,045
-33% -$17.7K ﹤0.01% 487
2023
Q1 		$51K Buy
3,157
+1,530
+94% +$24.2K ﹤0.01% 422
2022
Q4 		$26K Buy
+1,627
New +$24.6K ﹤0.01% 852
2022
Q2 		– Sell
-1,075
Closed -$13K – 1169
2022
Q1 		$13K Sell
1,075
-84,025
-99% -$993K ﹤0.01% 793
2021
Q4 		$1.03M Buy
85,100
+45,100
+113% +$528K 0.05% 244
2021
Q3 		$384K Sell
40,000
-17,000
-30% -$160K 0.03% 459
2021
Q2 		$580K Buy
57,000
+19,500
+52% +$209K 0.05% 353
2021
Q1 		$439K Sell
37,500
-12,500
-25% -$145K 0.05% 349
2020
Q4 		$623K Buy
50,000
+14,574
+41% +$165K 0.05% 308
2020
Q3 		$333K Buy
+35,426
New +$328K 0.03% 268
2019
Q2 		– Sell
-62,833
Closed -$1.26M – 378
2019
Q1 		$1.12M Buy
+62,833
New +$1.02M 0.2% 77
2017
Q2 		– Sell
-6,778
Closed -$450K – 344
2017
Q1 		$450K Buy
+6,778
New +$432K 0.13% 165
2016
Q1 		– Sell
-12,145
Closed -$646K – 286
2015
Q4 		$646K Buy
+12,145
New +$645K 0.21% 75
2013
Q4 		– Sell
-1,200
Closed -$49K – 577
2013
Q3 		$49K Buy
1,200
+1,100
+1,100% +$47.8K 0.02% 187
2013
Q2 		$5K Buy
+100
New +$4.62K ﹤0.01% 392

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

Summit Securities Group's PCG Position: Q2 2026 in Review

Summit Securities Group increased its PG&E (PCG) stake by 2,280% in Q2 2026, buying an estimated $139K and bringing the position to 8,592 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #318.

Summit Securities Group first reported a position in PCG in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.12M in Q1 2019. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Summit Securities Group held 8,592 shares of PG&E worth $145K as of Q2 2026.
  • Summit Securities Group bought 8,231 PG&E shares in Q2 2026, an estimated $139K.
  • PG&E made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #318 holding.
  • Summit Securities Group first reported a position in PG&E in Q2 2013 and has held it in 20 quarters since.
  • Summit Securities Group's PG&E position peaked at $1.12M in Q1 2019.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.