WAG
PCG icon

Wilkerson Advisory Group’s PG&E PCG Stock Holding History

Wilkerson Advisory Group’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 		$6.26K Sell
372
-77
-17% -$1.3K ﹤0.01% 477
2026
Q1 		$7.89K Buy
449
+237
+112% +$4.03K ﹤0.01% 441
2025
Q4 		$3.41K Buy
+212
New +$3.39K ﹤0.01% 471

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

Wilkerson Advisory Group's PCG Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its PG&E (PCG) stake by 17% in Q2 2026, selling an estimated $1.3K and leaving 372 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Wilkerson Advisory Group first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.89K in Q1 2026. 932 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Wilkerson Advisory Group held 372 shares of PG&E worth $6.26K as of Q2 2026.
  • Wilkerson Advisory Group sold 77 PG&E shares in Q2 2026, an estimated $1.3K.
  • PG&E made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #477 holding.
  • Wilkerson Advisory Group first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's PG&E position peaked at $7.89K in Q1 2026.
  • 932 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.