GIA
PCG icon

Gladstone Institutional Advisory’s PG&E PCG Stock Holding History

Gladstone Institutional Advisory’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
-21,345
Closed -$431K – 748
2024
Q4 		$431K Sell
21,345
-1,428
-6% -$29.1K 0.02% 503
2024
Q3 		$450K Buy
22,773
+3,230
+17% +$60.4K 0.02% 479
2024
Q2 		$341K Buy
19,543
+1,196
+7% +$21.1K 0.02% 512
2024
Q1 		$307K Buy
+18,347
New +$308K 0.02% 524

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

Gladstone Institutional Advisory's PCG Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of PG&E (PCG) in Q1 2025, closing a stake of 21,345 shares — an estimated $431K sold.

Gladstone Institutional Advisory first reported a position in PCG in Q1 2024 and held it in 4 quarters. The position peaked at $450K in Q3 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • Gladstone Institutional Advisory reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 21,345 PG&E shares in Q1 2025, an estimated $431K.
  • Gladstone Institutional Advisory first reported a position in PG&E in Q1 2024 and held it in 4 quarters.
  • Gladstone Institutional Advisory's PG&E position peaked at $450K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.