William B. Walkup & Associates’s PG&E PCG Stock Holding History

William B. Walkup & Associates’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	$49.2K	Sell	2,926 -1,329	-31%	-$22.4K	0.02%	106
2026 Q1	$73.1K	Buy	4,255 +1,329	+45%	+$22.6K	0.04%	94
2025 Q4	$47K	Sell	2,926 -1,329	-31%	-$21.2K	0.03%	105
2025 Q3	$64.2K	Hold	4,255	–	–	0.03%	97
2025 Q2	$59.3K	Hold	4,255	–	–	0.03%	96
2025 Q1	$73.1K	Hold	4,255	–	–	0.04%	93
2024 Q4	$85.9K	Hold	4,255	–	–	0.05%	93
2024 Q3	$84.1K	Hold	4,255	–	–	0.05%	96
2024 Q2	$74.3K	Buy	+4,255	New	+$74.9K	0.05%	97

Other funds holding PCG

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MILFAM LLC Stuart, Florida $128M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

William B. Walkup & Associates's PCG Position: Q2 2026 in Review

William B. Walkup & Associates reduced its PG&E (PCG) stake by 31% in Q2 2026, selling an estimated $22.4K and leaving 2,926 shares worth $49.2K. The position accounts for 0.02% of the portfolio, ranked #106.

William B. Walkup & Associates first reported a position in PCG in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.9K in Q4 2024. 322 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

William B. Walkup & Associates held 2,926 shares of PG&E worth $49.2K as of Q2 2026.
William B. Walkup & Associates sold 1,329 PG&E shares in Q2 2026, an estimated $22.4K.
PG&E made up 0.02% of William B. Walkup & Associates's portfolio in Q2 2026, its #106 holding.
William B. Walkup & Associates first reported a position in PG&E in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's PG&E position peaked at $85.9K in Q4 2024.
322 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.