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Gateway Investment Advisers’s PG&E PCG Stock Holding History

Gateway Investment Advisers’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 		$1.02M Sell
82,890
-1,415
-2% -$22.7K 0.01% 502
2026
Q2 		$1.42M Buy
84,305
+60,450
+253% +$1.02M 0.01% 358
2026
Q1 		$419K Buy
+23,855
New +$406K ﹤0.01% 530
2025
Q2 		– Sell
-325,110
Closed -$5.59M – 503
2025
Q1 		$5.59M Buy
+325,110
New +$5.39M 0.06% 185
2023
Q1 		– Sell
-515,591
Closed -$8.38M – 544
2022
Q4 		$8.38M Buy
+515,591
New +$7.8M 0.1% 169
2019
Q1 		– Sell
-22,789
Closed -$541K – 664
2018
Q4 		$541K Sell
22,789
-4,821
-17% -$172K 0.01% 543
2018
Q3 		$1.27M Sell
27,610
-510
-2% -$22.7K 0.01% 428
2018
Q2 		$1.2M Sell
28,120
-1,699
-6% -$73.7K 0.01% 430
2018
Q1 		$1.31M Sell
29,819
-2,957
-9% -$125K 0.01% 438
2017
Q4 		$1.47M Sell
32,776
-4,465
-12% -$250K 0.01% 430
2017
Q3 		$2.54M Sell
37,241
-539
-1% -$36.9K 0.02% 366
2017
Q2 		$2.51M Buy
37,780
+657
+2% +$44.2K 0.02% 356
2017
Q1 		$2.46M Sell
37,123
-2,667
-7% -$170K 0.02% 348
2016
Q4 		$2.42M Sell
39,790
-12
-0% -$719 0.02% 351
2016
Q3 		$2.44M Sell
39,802
-220
-0.5% -$14K 0.02% 353
2016
Q2 		$2.56M Buy
40,022
+907
+2% +$54.3K 0.02% 342
2016
Q1 		$2.34M Sell
39,115
-15,954
-29% -$889K 0.02% 342
2015
Q4 		$2.93M Buy
55,069
+171
+0.3% +$9.09K 0.02% 341
2015
Q3 		$2.9M Sell
54,898
-2,279
-4% -$116K 0.03% 331
2015
Q2 		$2.81M Sell
57,177
-684
-1% -$35.6K 0.02% 353
2015
Q1 		$3.07M Buy
57,861
+1,302
+2% +$71.9K 0.03% 339
2014
Q4 		$3.01M Sell
56,559
-932
-2% -$46.2K 0.02% 340
2014
Q3 		$2.59M Buy
57,491
+1,302
+2% +$59.9K 0.02% 387
2014
Q2 		$2.7M Buy
56,189
+10,100
+22% +$458K 0.02% 387
2014
Q1 		$1.99M Sell
46,089
-1,005
-2% -$42.6K 0.02% 410
2013
Q4 		$1.9M Buy
47,094
+750
+2% +$30.7K 0.02% 412
2013
Q3 		$1.9M Buy
46,344
+3,846
+9% +$167K 0.02% 403
2013
Q2 		$1.94M Buy
+42,498
New +$1.96M 0.02% 378

Other funds holding PCG

ML
MILFAM LLC Stuart, Florida $145M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Gateway Investment Advisers's PCG Position: Q3 2026 in Review

Gateway Investment Advisers reduced its PG&E (PCG) stake by 1.7% in Q3 2026, selling an estimated $22.7K and leaving 82,890 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #502.

Gateway Investment Advisers first reported a position in PCG in Q2 2013 and has held it in 28 quarters since. The position peaked at $8.38M in Q4 2022. 38 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Gateway Investment Advisers held 82,890 shares of PG&E worth $1.02M as of Q3 2026.
  • Gateway Investment Advisers sold 1,415 PG&E shares in Q3 2026, an estimated $22.7K.
  • PG&E made up 0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #502 holding.
  • Gateway Investment Advisers first reported a position in PG&E in Q2 2013 and has held it in 28 quarters since.
  • Gateway Investment Advisers's PG&E position peaked at $8.38M in Q4 2022.
  • 38 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.