U.S. Capital Wealth Advisors’s PG&E PCG Stock Holding History

U.S. Capital Wealth 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 Q1	$474K	Sell	27,001 -181	-0.7%	-$3.08K	0.01%	688
2025 Q4	$437K	Sell	27,182 -560	-2%	-$8.94K	0.01%	695
2025 Q3	$418K	Sell	27,742 -5,938	-18%	-$86.6K	0.01%	679
2025 Q2	$469K	Sell	33,680 -10,108	-23%	-$164K	0.01%	611
2025 Q1	$752K	Sell	43,788 -5,331	-11%	-$88.4K	0.02%	487
2024 Q4	$991K	Sell	49,119 -13,066	-21%	-$266K	0.03%	425
2024 Q3	$1.23M	Sell	62,185 -7,209	-10%	-$135K	0.04%	332
2024 Q2	$1.21M	Sell	69,394 -7,961	-10%	-$140K	0.05%	320
2024 Q1	$1.3M	Sell	77,355 -26,135	-25%	-$438K	0.05%	304
2023 Q4	$1.87M	Sell	103,490 -11,368	-10%	-$192K	0.07%	243
2023 Q3	$1.85M	Sell	114,858 -6,619	-5%	-$114K	0.08%	209
2023 Q2	$2.1M	Sell	121,477 -3,789	-3%	-$64.2K	0.1%	204
2023 Q1	$2.03M	Sell	125,266 -10,168	-8%	-$161K	0.09%	208
2022 Q4	$2.2M	Sell	135,434 -8,119	-6%	-$123K	0.1%	189
2022 Q3	$1.79M	Sell	143,553 -12,076	-8%	-$141K	0.09%	212
2022 Q2	$1.55M	Sell	155,629 -16,870	-10%	-$198K	0.07%	265
2022 Q1	$2.06M	Sell	172,499 -9,878	-5%	-$117K	0.08%	244
2021 Q4	$2.21M	Buy	182,377 +3,437	+2%	+$40.3K	0.09%	237
2021 Q3	$1.72M	Buy	+178,940	New	+$1.69M	0.07%	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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

U.S. Capital Wealth Advisors's PCG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its PG&E (PCG) stake by 0.67% in Q1 2026, selling an estimated $3.08K and leaving 27,001 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #688.

U.S. Capital Wealth Advisors first reported a position in PCG in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.21M in Q4 2021. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

U.S. Capital Wealth Advisors held 27,001 shares of PG&E worth $474K as of Q1 2026.
U.S. Capital Wealth Advisors sold 181 PG&E shares in Q1 2026, an estimated $3.08K.
PG&E made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #688 holding.
U.S. Capital Wealth Advisors first reported a position in PG&E in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's PG&E position peaked at $2.21M in Q4 2021.
909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.