WA
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Waverly Advisors’s PG&E PCG Stock Holding History

Waverly 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 		$1.62M Buy
92,002
+18,960
+26% +$323K 0.01% 686
2025
Q4 		$1.17M Buy
73,042
+36,392
+99% +$581K 0.01% 714
2025
Q3 		$553K Buy
+36,650
New +$535K 0.01% 819
2014
Q4 		– Sell
-98
Closed -$4K – 607
2014
Q3 		$4K Sell
98
-90
-48% -$4.14K ﹤0.01% 669
2014
Q2 		$9K Buy
+188
New +$8.52K ﹤0.01% 473
2014
Q1 		– Sell
-400
Closed -$16K – 801
2013
Q4 		$16K Hold
400
– – 0.01% 498
2013
Q3 		$16K Buy
+400
New +$17.4K 0.01% 388

Other funds holding PCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waverly Advisors's PCG Position: Q1 2026 in Review

Waverly Advisors increased its PG&E (PCG) stake by 26% in Q1 2026, buying an estimated $323K and bringing the position to 92,002 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #686.

Waverly Advisors first reported a position in PCG in Q3 2013 and has held it in 7 quarters since. 901 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Waverly Advisors held 92,002 shares of PG&E worth $1.62M as of Q1 2026.
  • Waverly Advisors bought 18,960 PG&E shares in Q1 2026, an estimated $323K.
  • PG&E made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #686 holding.
  • Waverly Advisors first reported a position in PG&E in Q3 2013 and has held it in 7 quarters since.
  • 901 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.