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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
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 $6.73T 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

WESPAC Advisors's PCG Position: Q2 2026 in Review

WESPAC Advisors opened a new position in PG&E (PCG) in Q2 2026: 19,136 shares worth $322K. The stake represents 0.16% of the portfolio and ranks #142 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in PCG as recently as Q4 2023.

WESPAC Advisors first reported a position in PCG in Q1 2023 and has held it in 5 quarters since. The position peaked at $550K in Q4 2023. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • WESPAC Advisors held 19,136 shares of PG&E worth $322K as of Q2 2026.
  • PG&E was a new WESPAC Advisors position in Q2 2026.
  • PG&E made up 0.16% of WESPAC Advisors's portfolio in Q2 2026, its #142 holding.
  • WESPAC Advisors first reported a position in PG&E in Q1 2023 and has held it in 5 quarters since.
  • WESPAC Advisors's PG&E position peaked at $550K in Q4 2023.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.