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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
Q2 		$1.84M Buy
109,337
+17,335
+19% +$292K 0.01% 715
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's PCG Position: Q2 2026 in Review

Waverly Advisors increased its PG&E (PCG) stake by 19% in Q2 2026, buying an estimated $292K and bringing the position to 109,337 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #715.

Waverly Advisors first reported a position in PCG in Q3 2013 and has held it in 8 quarters since. 937 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Waverly Advisors held 109,337 shares of PG&E worth $1.84M as of Q2 2026.
  • Waverly Advisors bought 17,335 PG&E shares in Q2 2026, an estimated $292K.
  • PG&E made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #715 holding.
  • Waverly Advisors first reported a position in PG&E in Q3 2013 and has held it in 8 quarters since.
  • 937 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.