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Burr Financial Services’s PG&E PCG Stock Holding History

Burr Financial Services’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
2025
Q4 		– Sell
-12,216
Closed -$184K – 28
2025
Q3 		$184K Hold
12,216
– – 0.14% 28
2025
Q2 		$170K Hold
12,216
– – 0.14% 30
2025
Q1 		$210K Hold
12,216
– – 0.16% 33
2024
Q4 		$247K Hold
12,216
– – 0.17% 29
2024
Q3 		$242K Hold
12,216
– – 0.17% 26
2024
Q2 		$213K Hold
12,216
– – 0.15% 29
2024
Q1 		$217K Hold
12,216
– – 0.17% 31
2023
Q4 		$228K Buy
+12,216
New +$206K 0.17% 33

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burr Financial Services's PCG Position: Q4 2025 in Review

Burr Financial Services sold out of PG&E (PCG) in Q4 2025, closing a stake of 12,216 shares — an estimated $184K sold.

Burr Financial Services first reported a position in PCG in Q4 2023 and held it in 8 quarters. The position peaked at $247K in Q4 2024. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • Burr Financial Services reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • Burr Financial Services sold 12,216 PG&E shares in Q4 2025, an estimated $184K.
  • Burr Financial Services first reported a position in PG&E in Q4 2023 and held it in 8 quarters.
  • Burr Financial Services's PG&E position peaked at $247K in Q4 2024.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Burr Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.