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Richards, Merrill & Peterson’s PG&E PCG Stock Holding History

Richards, Merrill & Peterson’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
-266
Closed -$4.57K – 394
2025
Q1 		$4.57K Hold
266
– – ﹤0.01% 444
2024
Q4 		$5.37K Buy
+266
New +$5.41K ﹤0.01% 419

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

Richards, Merrill & Peterson's PCG Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of PG&E (PCG) in Q2 2025, closing a stake of 266 shares — an estimated $4.57K sold.

Richards, Merrill & Peterson first reported a position in PCG in Q4 2024 and held it in 2 quarters. The position peaked at $5.37K in Q4 2024. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 266 PG&E shares in Q2 2025, an estimated $4.57K.
  • Richards, Merrill & Peterson first reported a position in PG&E in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's PG&E position peaked at $5.37K in Q4 2024.
  • 758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.