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Kula Investments’s PG&E PCG Stock Holding History

Kula Investments’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
2023
Q1 		$538K Buy
+33,244
New +$525K 0.13% 281

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kula Investments's PCG Position: Q1 2023 in Review

Kula Investments opened a new position in PG&E (PCG) in Q1 2023: 33,244 shares worth $538K. The stake represents 0.13% of the portfolio and ranks #281 among its holdings.

540 funds tracked by Wall St. Rank hold PCG as of Q1 2023.

  • Kula Investments held 33,244 shares of PG&E worth $538K as of Q1 2023.
  • PG&E was a new Kula Investments position in Q1 2023.
  • PG&E made up 0.13% of Kula Investments's portfolio in Q1 2023, its #281 holding.
  • 540 funds tracked by Wall St. Rank held PG&E as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.