WIM
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Westside Investment Management’s PG&E PCG Stock Holding History

Westside Investment Management’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 		$10.6K Buy
633
+225
+55% +$3.79K ﹤0.01% 1100
2026
Q1 		$7.25K Sell
408
-93
-19% -$1.58K ﹤0.01% 1183
2025
Q4 		$8.16K Buy
501
+93
+23% +$1.49K ﹤0.01% 1137
2025
Q3 		$6.39K Hold
408
– – ﹤0.01% 1234
2025
Q2 		$5.76K Buy
+408
New +$6.64K ﹤0.01% 1132
2017
Q4 		– Sell
-131
Closed -$8.99K – 866
2017
Q3 		$8.99K Hold
131
– – 0.01% 573
2017
Q2 		$8.52K Hold
131
– – 0.01% 573
2017
Q1 		$8.84K Hold
131
– – ﹤0.01% 535
2016
Q4 		$7.97K Buy
+131
New +$7.85K 0.01% 450

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

Westside Investment Management's PCG Position: Q2 2026 in Review

Westside Investment Management increased its PG&E (PCG) stake by 55% in Q2 2026, buying an estimated $3.79K and bringing the position to 633 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Westside Investment Management first reported a position in PCG in Q4 2016 and has held it in 9 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Westside Investment Management held 633 shares of PG&E worth $10.6K as of Q2 2026.
  • Westside Investment Management bought 225 PG&E shares in Q2 2026, an estimated $3.79K.
  • PG&E made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1100 holding.
  • Westside Investment Management first reported a position in PG&E in Q4 2016 and has held it in 9 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.