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 Q3	$35.8K	Hold	2,926	–	–	0.02%	109
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

William B. Walkup & Associates's PCG Position: Q3 2026 in Review

William B. Walkup & Associates held its PG&E (PCG) position steady in Q3 2026 at 2,926 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #109.

William B. Walkup & Associates first reported a position in PCG in Q2 2024 and has held it in 10 quarters since. The position peaked at $85.9K in Q4 2024. 384 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

William B. Walkup & Associates held 2,926 shares of PG&E worth $35.8K as of Q3 2026.
William B. Walkup & Associates left its PG&E share count unchanged in Q3 2026.
PG&E made up 0.02% of William B. Walkup & Associates's portfolio in Q3 2026, its #109 holding.
William B. Walkup & Associates first reported a position in PG&E in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's PG&E position peaked at $85.9K in Q4 2024.
384 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.