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

Sandia 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
2023 Q3	–	Sell	-25,000	Closed	-$432K	–	243
2023 Q2	$432K	Buy	+25,000	New	+$423K	0.1%	98

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sandia Investment Management's PCG Position: Q1 2025 in Review

Sandia Investment Management sold out of PG&E (PCG) in Q1 2025, closing a stake of 7,500 shares — an estimated $151K sold.

Sandia Investment Management first reported a position in PCG in Q1 2022 and held it in 10 quarters. The position peaked at $726K in Q3 2023. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

Sandia Investment Management reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
Sandia Investment Management sold 7,500 PG&E shares in Q1 2025, an estimated $151K.
Sandia Investment Management first reported a position in PG&E in Q1 2022 and held it in 10 quarters.
Sandia Investment Management's PG&E position peaked at $726K in Q3 2023.
748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Sandia Investment Management's 13F filing for Q1 2025, filed 15 May 2025.