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Wealthspire Advisors (New York)’s PG&E PCG Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-12,528
Closed -$201K – 1056
2025
Q4 		$201K Buy
12,528
+9,901
+377% +$158K ﹤0.01% 973
2025
Q3 		$39.6K Buy
+2,627
New +$38.3K ﹤0.01% 1339
2019
Q1 		– Sell
-241
Closed -$6K – 588
2018
Q4 		$6K Buy
+241
New +$8.62K ﹤0.01% 617

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s PCG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of PG&E (PCG) in Q1 2026, closing a stake of 12,528 shares — an estimated $201K sold.

Wealthspire Advisors (New York) first reported a position in PCG in Q4 2018 and held it in 3 quarters. The position peaked at $201K in Q4 2025. 905 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12,528 PG&E shares in Q1 2026, an estimated $201K.
  • Wealthspire Advisors (New York) first reported a position in PG&E in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s PG&E position peaked at $201K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.