WESPAC Advisors
PCG icon

WESPAC Advisors’s PG&E PCG Stock Holding History

WESPAC 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
Q3 		– Sell
-19,136
Closed -$322K – 230
2026
Q2 		$322K Buy
+19,136
New +$322K 0.16% 142
2024
Q1 		– Sell
-30,515
Closed -$550K – 179
2023
Q4 		$550K Buy
30,515
+1,746
+6% +$29.5K 0.38% 85
2023
Q3 		$464K Buy
28,769
+1,878
+7% +$32.3K 0.35% 92
2023
Q2 		$465K Hold
26,891
– – 0.37% 79
2023
Q1 		$435K Buy
+26,891
New +$425K 0.41% 73

Other funds holding PCG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

WESPAC Advisors's PCG Position: Q3 2026 in Review

WESPAC Advisors sold out of PG&E (PCG) in Q3 2026, closing a stake of 19,136 shares — an estimated $322K sold.

WESPAC Advisors first reported a position in PCG in Q1 2023 and held it in 5 quarters. The position peaked at $550K in Q4 2023. 677 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • WESPAC Advisors reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
  • WESPAC Advisors sold 19,136 PG&E shares in Q3 2026, an estimated $322K.
  • WESPAC Advisors first reported a position in PG&E in Q1 2023 and held it in 5 quarters.
  • WESPAC Advisors's PG&E position peaked at $550K in Q4 2023.
  • 677 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.