
What smart money is saying about Pacific Gas & Electric
1 fund in our archive has pitched Pacific Gas & Electric — most recently Greenlight in September 2025.
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.
Get an email when a fund writes about it
Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Pacific Gas & Electric — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- ExitedClearBridge Investments Value StrategyJune 2026
“We also exited Charles Schwab and PG&E.”
Read the letterPacific Gas & Electric
Fund coverage · 1 thesis
- GreenlightSeptember 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
Read every full thesis on Pacific Gas & Electric
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→