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What smart money is saying about Pacific Gas & ElectricUnited States flag

PCG · Utilities · Regulated Electric · Market cap $35.76B

1 fund in our archive has pitched Pacific Gas & Electric — most recently Greenlight in September 2025.

Company profile

Pacific Gas and Electric Company generates, transmits, distributes, and sells electricity and natural gas to customers in northern and central California, the United States. It generates electricity using nuclear, hydroelectric, fossil fuel-fired, and photovoltaic sources. The company also develops a personal microgrid backup power transfer meter device for customers that fully integrates into its existing electric SmartMeter system. It serves residential, commercial, industrial, and agricultural customers, as well as natural gas-fired electric generation facilities. The company was incorporated in 1905 and is headquartered in San Francisco, California. Pacific Gas and Electric Company operates as a subsidiary of PG&E Corporation.

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1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Pacific Gas & Electric1 trimmed or exited.

Fund letters reporting a position in Pacific Gas & Electric, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261010
Q3 20250001

Fund activity · 1 position · 1 move

  • ExitedClearBridge Investments Value Strategy
    June 2026
    We also exited Charles Schwab and PG&E.
    Read the letterPacific Gas & Electric

Fund coverage · 1 thesis

  • Greenlight
    September 2025

    Pacific Gas & Electric (PCG) is a California utility company that is expected to recover from recent wildfire-related challenges and close the valuation gap with its sector peers as legislative support for wildfire funding progresses.

    Read the full thesis

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