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Morningstar Investment Management’s PG&E PCG Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-264,325
Closed -$3.99M – 429
2025
Q3 		$3.99M Buy
+264,325
New +$3.86M 0.15% 165

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morningstar Investment Management's PCG Position: Q4 2025 in Review

Morningstar Investment Management sold out of PG&E (PCG) in Q4 2025, closing a stake of 264,325 shares — an estimated $3.99M sold.

Morningstar Investment Management first reported a position in PCG in Q3 2025 and held it in 1 quarter. The position peaked at $3.99M in Q3 2025. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • Morningstar Investment Management reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 264,325 PG&E shares in Q4 2025, an estimated $3.99M.
  • Morningstar Investment Management first reported a position in PG&E in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's PG&E position peaked at $3.99M in Q3 2025.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.