PIA
PCG icon

Perennial Investment Advisors’s PG&E PCG Stock Holding History

Perennial Investment Advisors’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
Q2 		– Sell
-12,251
Closed -$210K – 492
2025
Q1 		$210K Sell
12,251
-1,917
-14% -$31.8K 0.02% 399
2024
Q4 		$286K Buy
14,168
+186
+1% +$3.78K 0.03% 304
2024
Q3 		$276K Sell
13,982
-240
-2% -$4.49K 0.04% 302
2024
Q2 		$248K Buy
14,222
+345
+2% +$6.07K 0.04% 307
2024
Q1 		$233K Buy
13,877
+400
+3% +$6.71K 0.04% 295
2023
Q4 		$243K Buy
13,477
+1,000
+8% +$16.9K 0.04% 282
2023
Q3 		$201K Hold
12,477
– – 0.04% 312
2023
Q2 		$216K Buy
+12,477
New +$211K 0.04% 306

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Perennial Investment Advisors's PCG Position: Q2 2025 in Review

Perennial Investment Advisors sold out of PG&E (PCG) in Q2 2025, closing a stake of 12,251 shares — an estimated $210K sold.

Perennial Investment Advisors first reported a position in PCG in Q2 2023 and held it in 8 quarters. The position peaked at $286K in Q4 2024. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • Perennial Investment Advisors reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 12,251 PG&E shares in Q2 2025, an estimated $210K.
  • Perennial Investment Advisors first reported a position in PG&E in Q2 2023 and held it in 8 quarters.
  • Perennial Investment Advisors's PG&E position peaked at $286K in Q4 2024.
  • 758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.