NIM
NEOS Investment Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
202,828
+42,786
| +27% | +$596K | 0.04% | 317 |
|
|
2025
Q1 | $2.75M | Buy |
160,042
+30,443
| +23% | +$523K | 0.05% | 284 |
|
|
2024
Q4 | $2.62M | Buy |
129,599
+31,111
| +32% | +$628K | 0.06% | 255 |
|
|
2024
Q3 | $1.95M | Buy |
98,488
+20,300
| +26% | +$401K | 0.06% | 269 |
|
|
2024
Q2 | $1.37M | Buy |
78,188
+24,900
| +47% | +$435K | 0.06% | 280 |
|
|
2024
Q1 | $893K | Buy |
53,288
+22,988
| +76% | +$385K | 0.06% | 287 |
|
|
2023
Q4 | $546K | Buy |
30,300
+13,914
| +85% | +$251K | 0.05% | 269 |
|
|
2023
Q3 | $264K | Buy |
+16,386
| New | +$264K | 0.03% | 300 |
|