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Laird Norton Wetherby Wealth Management’s PG&E PCG Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		– Sell
-10,206
Closed -$142K – 960
2025
Q2 		$142K Buy
+10,206
New +$166K 0.01% 910
2024
Q4 		$320K Sell
15,869
-435
-3% -$8.85K 0.02% 683
2024
Q3 		$322K Buy
16,304
+203
+1% +$3.8K 0.01% 702
2024
Q2 		$281K Sell
16,101
-221
-1% -$3.89K 0.01% 737
2024
Q1 		$274K Sell
16,322
-1,757
-10% -$29.4K 0.01% 770
2023
Q4 		$326K Buy
18,079
+3,359
+23% +$56.7K 0.02% 694
2023
Q3 		$237K Sell
14,720
-256
-2% -$4.4K 0.01% 759
2023
Q2 		$259K Buy
14,976
+486
+3% +$8.23K 0.01% 769
2023
Q1 		$234K Buy
14,490
+752
+5% +$11.9K 0.01% 776
2022
Q4 		$223K Buy
+13,738
New +$208K 0.01% 768
2022
Q3 		– Sell
-10,062
Closed -$100K – 929
2022
Q2 		$100K Buy
+10,062
New +$118K 0.01% 872
2018
Q4 		– Sell
-10,288
Closed -$473K – 671
2018
Q3 		$473K Buy
10,288
+494
+5% +$22K 0.06% 381
2018
Q2 		$417K Sell
9,794
-963
-9% -$41.8K 0.06% 390
2018
Q1 		$473K Buy
10,757
+5,885
+121% +$250K 0.07% 355
2017
Q4 		$218K Sell
4,872
-1,330
-21% -$74.5K 0.03% 575
2017
Q3 		$422K Sell
6,202
-14
-0.2% -$959 0.06% 374
2017
Q2 		$413K Buy
6,216
+59
+1% +$3.97K 0.07% 349
2017
Q1 		$409K Sell
6,157
-99
-2% -$6.31K 0.07% 340
2016
Q4 		$380K Buy
6,256
+1,118
+22% +$67K 0.07% 343
2016
Q3 		$314K Sell
5,138
-866
-14% -$55K 0.06% 372
2016
Q2 		$384K Buy
6,004
+175
+3% +$10.5K 0.09% 294
2016
Q1 		$348K Buy
5,829
+155
+3% +$8.64K 0.08% 289
2015
Q4 		$302K Buy
5,674
+125
+2% +$6.64K 0.07% 318
2015
Q3 		$293K Buy
5,549
+412
+8% +$21.1K 0.08% 316
2015
Q2 		$252K Buy
5,137
+747
+17% +$38.8K 0.06% 372
2015
Q1 		$233K Buy
4,390
+417
+10% +$23K 0.06% 387
2014
Q4 		$212K Buy
+3,973
New +$197K 0.05% 406

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PCG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of PG&E (PCG) in Q3 2025, closing a stake of 10,206 shares — an estimated $142K sold.

Laird Norton Wetherby Wealth Management first reported a position in PCG in Q4 2014 and held it in 27 quarters. The position peaked at $473K in Q3 2018. 829 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining PG&E position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,206 PG&E shares in Q3 2025, an estimated $142K.
  • Laird Norton Wetherby Wealth Management first reported a position in PG&E in Q4 2014 and held it in 27 quarters.
  • Laird Norton Wetherby Wealth Management's PG&E position peaked at $473K in Q3 2018.
  • 829 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.