United Capital Financial Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $807K | Buy |
47,998
+5,671
| +13% | +$95.4K | ﹤0.01% | 887 |
|
|
2026
Q1 | $744K | Buy |
42,327
+2,705
| +7% | +$46K | ﹤0.01% | 889 |
|
|
2025
Q4 | $637K | Buy |
39,622
+7,607
| +24% | +$121K | ﹤0.01% | 884 |
|
|
2025
Q3 | $483K | Buy |
32,015
+12,676
| +66% | +$185K | ﹤0.01% | 873 |
|
|
2025
Q2 | $270K | Sell |
19,339
-2,048
| -10% | -$33.3K | ﹤0.01% | 958 |
|
|
2025
Q1 | $367K | Sell |
21,387
-11,475
| -35% | -$190K | ﹤0.01% | 833 |
|
|
2024
Q4 | $663K | Buy |
32,862
+28
| +0.1% | +$570 | 0.01% | 656 |
|
|
2024
Q3 | $649K | Buy |
32,834
+2,499
| +8% | +$46.8K | 0.01% | 657 |
|
|
2024
Q2 | $530K | Buy |
30,335
+3,930
| +15% | +$69.2K | ﹤0.01% | 699 |
|
|
2024
Q1 | $443K | Sell |
26,405
-3,786
| -13% | -$63.5K | ﹤0.01% | 765 |
|
|
2023
Q4 | $544K | Buy |
+30,191
| New | +$510K | ﹤0.01% | 704 |
|
|
2018
Q4 | – | Sell |
-12,348
| Closed | -$568K | – | 1351 |
|
|
2018
Q3 | $568K | Sell |
12,348
-857
| -6% | -$38.2K | ﹤0.01% | 936 |
|
|
2018
Q2 | $562K | Buy |
13,205
+1,279
| +11% | +$55.5K | ﹤0.01% | 919 |
|
|
2018
Q1 | $524K | Buy |
11,926
+3,609
| +43% | +$153K | ﹤0.01% | 945 |
|
|
2017
Q4 | $373K | Sell |
8,317
-4,543
| -35% | -$254K | ﹤0.01% | 1044 |
|
|
2017
Q3 | $876K | Buy |
12,860
+1,204
| +10% | +$82.5K | 0.01% | 808 |
|
|
2017
Q2 | $774K | Sell |
11,656
-291
| -2% | -$19.6K | 0.01% | 830 |
|
|
2017
Q1 | $793K | Buy |
11,947
+18
| +0.2% | +$1.15K | 0.01% | 807 |
|
|
2016
Q4 | $725K | Buy |
11,929
+1,137
| +11% | +$68.1K | 0.01% | 828 |
|
|
2016
Q3 | $660K | Sell |
10,792
-523
| -5% | -$33.2K | 0.01% | 887 |
|
|
2016
Q2 | $724K | Sell |
11,315
-1,473
| -12% | -$88.2K | 0.01% | 824 |
|
|
2016
Q1 | $764K | Buy |
12,788
+3,928
| +44% | +$219K | 0.01% | 767 |
|
|
2015
Q4 | $471K | Sell |
8,860
-1,532
| -15% | -$81.4K | 0.01% | 901 |
|
|
2015
Q3 | $549K | Buy |
10,392
+1,190
| +13% | +$60.8K | 0.01% | 867 |
|
|
2015
Q2 | $452K | Buy |
9,202
+1,176
| +15% | +$61.1K | 0.01% | 955 |
|
|
2015
Q1 | $425K | Buy |
8,026
+1,375
| +21% | +$75.9K | 0.01% | 962 |
|
|
2014
Q4 | $354K | Buy |
6,651
+1,342
| +25% | +$66.5K | 0.01% | 921 |
|
|
2014
Q3 | $239K | Buy |
+5,309
| New | +$244K | ﹤0.01% | 986 |
|
|
2014
Q1 | – | Sell |
-5,141
| Closed | -$207K | – | 935 |
|
|
2013
Q4 | $207K | Sell |
5,141
-941
| -15% | -$38.6K | 0.01% | 594 |
|
|
2013
Q3 | $249K | Buy |
6,082
+583
| +11% | +$25.3K | 0.01% | 592 |
|
|
2013
Q2 | $251K | Buy |
+5,499
| New | +$254K | 0.01% | 627 |
|
Other funds holding PCG
United Capital Financial Advisors's PCG Position: Q2 2026 in Review
United Capital Financial Advisors increased its PG&E (PCG) stake by 13% in Q2 2026, buying an estimated $95.4K and bringing the position to 47,998 shares worth $807K. The position accounts for ﹤0.01% of the portfolio, ranked #887.
United Capital Financial Advisors first reported a position in PCG in Q2 2013 and has held it in 31 quarters since. The position peaked at $876K in Q3 2017. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.
- United Capital Financial Advisors held 47,998 shares of PG&E worth $807K as of Q2 2026.
- United Capital Financial Advisors bought 5,671 PG&E shares in Q2 2026, an estimated $95.4K.
- PG&E made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #887 holding.
- United Capital Financial Advisors first reported a position in PG&E in Q2 2013 and has held it in 31 quarters since.
- United Capital Financial Advisors's PG&E position peaked at $876K in Q3 2017.
- 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.