Kimelman & Baird’s PG&E PCG Stock Holding History

Kimelman & Baird’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 Q2	–	Sell	-13	Closed	-$224	–	349
2025 Q1	$224	Hold	13	–	–	﹤0.01%	340
2024 Q4	$263	Hold	13	–	–	﹤0.01%	345
2024 Q3	$258	Hold	13	–	–	﹤0.01%	356
2024 Q2	$227	Buy	+13	New	+$229	﹤0.01%	365

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kimelman & Baird's PCG Position: Q2 2025 in Review

Kimelman & Baird sold out of PG&E (PCG) in Q2 2025, closing a stake of 13 shares — an estimated $224 sold.

Kimelman & Baird first reported a position in PCG in Q2 2024 and held it in 4 quarters. The position peaked at $263 in Q4 2024. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

Kimelman & Baird reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
Kimelman & Baird sold 13 PG&E shares in Q2 2025, an estimated $224.
Kimelman & Baird first reported a position in PG&E in Q2 2024 and held it in 4 quarters.
Kimelman & Baird's PG&E position peaked at $263 in Q4 2024.
758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on Kimelman & Baird's 13F filing for Q2 2025, filed 12 Aug 2025.