Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$117M Sell
6,632,852
-1,151,251
-15% -$19.6M 3.65% 5
2025
Q4
$125M Buy
7,784,103
+1,403,250
+22% +$22.4M 4.39% 6
2025
Q3
$96.2M Buy
+6,380,853
New +$93.1M 3.79% 7

Other funds holding PCG

DME Capital Management's PCG Position: Q1 2026 in Review

DME Capital Management reduced its PG&E (PCG) stake by 15% in Q1 2026, selling an estimated $19.6M and leaving 6,632,852 shares worth $117M. The position accounts for 3.65% of the portfolio, ranked #5.

DME Capital Management first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $125M in Q4 2025. 905 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • DME Capital Management held 6,632,852 shares of PG&E worth $117M as of Q1 2026.
  • DME Capital Management sold 1,151,251 PG&E shares in Q1 2026, an estimated $19.6M.
  • PG&E made up 3.65% of DME Capital Management's portfolio in Q1 2026, its #5 holding.
  • DME Capital Management first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • DME Capital Management's PG&E position peaked at $125M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on DME Capital Management's 13F filing for Q1 2026, filed 15 May 2026.