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Monterey Private Wealth’s PG&E PCG Stock Holding History

Monterey Private Wealth’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 		$452K Buy
+26,331
New +$437K 0.13% 73

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Monterey Private Wealth's PCG Position: Q1 2025 in Review

Monterey Private Wealth opened a new position in PG&E (PCG) in Q1 2025: 26,331 shares worth $452K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings.

747 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • Monterey Private Wealth held 26,331 shares of PG&E worth $452K as of Q1 2025.
  • PG&E was a new Monterey Private Wealth position in Q1 2025.
  • PG&E made up 0.13% of Monterey Private Wealth's portfolio in Q1 2025, its #73 holding.
  • 747 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.