CIM
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Contravisory Investment Management’s PG&E PCG Stock Holding History

Contravisory 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
2025
Q1 		– Sell
-35,999
Closed -$726K – 431
2024
Q4 		$726K Sell
35,999
-26
-0.1% -$529 0.16% 86
2024
Q3 		$712K Buy
36,025
+2,561
+8% +$47.9K 0.15% 95
2024
Q2 		$584K Buy
33,464
+1,164
+4% +$20.5K 0.13% 102
2024
Q1 		$541K Sell
32,300
-321
-1% -$5.38K 0.12% 114
2023
Q4 		$588K Buy
32,621
+309
+1% +$5.22K 0.14% 95
2023
Q3 		$521K Sell
32,312
-1,125
-3% -$19.3K 0.15% 89
2023
Q2 		$578K Buy
+33,437
New +$566K 0.15% 87

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Contravisory Investment Management's PCG Position: Q1 2025 in Review

Contravisory Investment Management sold out of PG&E (PCG) in Q1 2025, closing a stake of 35,999 shares — an estimated $726K sold.

Contravisory Investment Management first reported a position in PCG in Q2 2023 and held it in 7 quarters. The position peaked at $726K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • Contravisory Investment Management reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 35,999 PG&E shares in Q1 2025, an estimated $726K.
  • Contravisory Investment Management first reported a position in PG&E in Q2 2023 and held it in 7 quarters.
  • Contravisory Investment Management's PG&E position peaked at $726K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.