Wealth Enhancement Advisory Services
PCG icon

Wealth Enhancement Advisory Services’s PG&E PCG Stock Holding History

Wealth Enhancement Advisory Services’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 		$24.7M Buy
1,594,747
+100,008
+7% +$1.68M 0.04% 379
2026
Q1 		$24.1M Buy
1,494,739
+487,601
+48% +$8.3M 0.05% 341
2025
Q4 		$16.3M Buy
1,007,138
+399,858
+66% +$6.39M 0.02% 538
2025
Q3 		$9.84M Buy
607,280
+467,880
+336% +$6.82M 0.01% 663
2025
Q2 		$1.94M Sell
139,400
-115,149
-45% -$1.87M ﹤0.01% 1364
2025
Q1 		$4.37M Buy
254,549
+147,964
+139% +$2.45M 0.01% 882
2024
Q4 		$2.15M Buy
106,585
+27,873
+35% +$567K ﹤0.01% 1142
2024
Q3 		$1.56M Buy
78,712
+21,658
+38% +$405K ﹤0.01% 1175
2024
Q2 		$996K Buy
57,054
+22,548
+65% +$397K ﹤0.01% 1279
2024
Q1 		$578K Buy
34,506
+1,507
+5% +$25.3K ﹤0.01% 1492
2023
Q4 		$595K Sell
32,999
-2,045
-6% -$34.5K ﹤0.01% 1411
2023
Q3 		$565K Buy
+35,044
New +$602K ﹤0.01% 1361

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

Wealth Enhancement Advisory Services's PCG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PG&E (PCG) stake by 6.7% in Q2 2026, buying an estimated $1.68M and bringing the position to 1,594,747 shares worth $24.7M. The position accounts for 0.04% of the portfolio, ranked #379.

Wealth Enhancement Advisory Services first reported a position in PCG in Q3 2023 and has held it in 12 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,594,747 shares of PG&E worth $24.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 100,008 PG&E shares in Q2 2026, an estimated $1.68M.
  • PG&E made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #379 holding.
  • Wealth Enhancement Advisory Services first reported a position in PG&E in Q3 2023 and has held it in 12 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.