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NYSE · Utilities

PG&E CORP PCG

PG&E Corporation, through its subsidiary, Pacific Gas and Electric Company, engages in the sale and delivery of electricity and natural gas to customers in northern and central California, the United States. It generates electricity using nuclear, hydroelectric, fossil fuel-fired, fuel cells, and photovoltaic sources.

Sources StockAnalysis company profile stockanalysis.com
Electric Utility

Company profile

Business mix

  • It generates electricity using nuclear, hydroelectric, fossil fuel-fired, fuel cells, and photovoltaic sources.
  • The company owns and operates interconnected transmission lines; electric transmission substations, distribution lines, switching and distribution substations; and natural gas transmission, storage, and distribution systems.
  • It serves residential, commercial, industrial, and agricultural customers, as well as natural gas-fired electric generation facilities.
  • The company was incorporated in 1995 and is based in Oakland, California.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated electric?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 1 Current sample portfolio
Public mentions 2 Videos / interviews / letters
Valuation snapshot
PE 13.27 FCF -11.17% Buyback -2.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sessa Capital 7.8% $431.8M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $103.6M Estimated from net added shares
Reduction amount $755.5M Estimated from net reduced shares
Net share change / base shares -64.8% -45,205,465 / 69,783,566
Third Point Dan Loeb 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.0% 13F value change +$43.2M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -31.3% 13F value change -$198.6M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$556.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 51,100,000 Last 4 periods -51,100,000 (-100.0%) Total shares 0 Value $0
Sessa Capital 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 31.5% 13F value change +$21.6M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 18,683,566 Last 4 periods +5,894,535 (+31.5%) Total shares 24,578,101 Value $431.8M
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$24,871
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$24,871
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

Third Point Q4 2024 Investor Letter

Third Point · Dan Loeb

Third Point Q4 2024 investor letter, reviewing full-year 24.2% return, equity/credit/private equity multi-strategy contribution, positive contributions from Siemens Energy, Amazon, Tesla, LPL and Apollo.

Shareholder letter / fund letter

Third Point Q1 2024 Investor Letter

Third Point · Dan Loeb

Third Point Q1 2024 investor letter, the fund rose 7.8% in the first quarter, with positive contributions from Meta, Vistra, Amazon, Bath & Body Works, Microsoft, and discusses macro noise and stock volatility.

Shareholder letter / fund letter

Mentioned by firms

Third Point Dan Loeb