Stonegate Investment Group’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$188K Sell
12,446
-6,629
-35% -$96.7K ﹤0.01% 391
2025
Q2
$266K Buy
19,075
+1,672
+10% +$27.2K 0.01% 324
2025
Q1
$299K Buy
17,403
+2,953
+20% +$49K 0.01% 276
2024
Q4
$292K Buy
14,450
+1,189
+9% +$24.2K 0.01% 267
2024
Q3
$262K Buy
+13,261
New +$248K 0.01% 298

Other funds holding PCG

Stonegate Investment Group's PCG Position: Q3 2025 in Review

Stonegate Investment Group reduced its PG&E (PCG) stake by 35% in Q3 2025, selling an estimated $96.7K and leaving 12,446 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Stonegate Investment Group first reported a position in PCG in Q3 2024 and has held it in 5 quarters since. The position peaked at $299K in Q1 2025. 828 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Stonegate Investment Group held 12,446 shares of PG&E worth $188K as of Q3 2025.
  • Stonegate Investment Group sold 6,629 PG&E shares in Q3 2025, an estimated $96.7K.
  • PG&E made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #391 holding.
  • Stonegate Investment Group first reported a position in PG&E in Q3 2024 and has held it in 5 quarters since.
  • Stonegate Investment Group's PG&E position peaked at $299K in Q1 2025.
  • 828 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.