Daniel Loeb's PCG Position Overview
Daniel Loeb (via Third Point LLC) currently holds 50.1 M shares of PG&E Corporation (PCG) worth $755.51 M, representing 8.40% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Daniel Loeb has maintained a strategic position in PCG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 84.94 M shares. Largest reduction occurred in Q1 2022, reducing 7.7 M shares.
Analysis based on 13F filings available since 2013 Q2
Daniel Loeb's PG&E Corporation (PCG) Holding Value Over Time
Track share changes against reported price movement
Quarterly PG&E Corporation (PCG) Trades by Daniel Loeb
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +1.25 M | New Buy | 1.25 M | $44.83 |
| Q1 2018 | -1.25 M | Sold Out | 0 | $0.00 |
| Q3 2020 | +84.94 M | New Buy | 84.94 M | $9.39 |
| Q1 2021 | -2 M | Reduce 2.35% | 82.94 M | $11.71 |
| Q2 2021 | -1 M | Reduce 1.21% | 81.94 M | $10.17 |
| Q4 2021 | -4.94 M | Reduce 6.02% | 77 M | $12.14 |
| Q1 2022 | -7.7 M | Reduce 10.00% | 69.3 M | $11.94 |
| Q2 2022 | -3.9 M | Reduce 5.63% | 65.4 M | $9.98 |
| Q3 2022 | -2 M | Reduce 3.06% | 63.4 M | $12.50 |
| Q4 2022 | -4.33 M | Reduce 6.83% | 59.07 M | $16.26 |
| Q1 2023 | +180,000 | Add 0.30% | 59.25 M | $16.17 |
| Q2 2023 | -5.25 M | Reduce 8.86% | 54 M | $17.28 |
| Q3 2023 | +2.86 M | Add 5.30% | 56.86 M | $16.13 |
| Q4 2023 | +1 M | Add 1.76% | 57.86 M | $18.03 |
| Q2 2024 | -4.11 M | Reduce 7.10% | 53.75 M | $17.46 |
| Q3 2024 | -4 M | Reduce 7.44% | 49.75 M | $19.77 |
| Q4 2024 | -1.25 M | Reduce 2.51% | 48.5 M | $20.18 |
| Q1 2025 | +2.6 M | Add 5.36% | 51.1 M | $17.18 |
| Q3 2025 | -1 M | Reduce 1.96% | 50.1 M | $15.08 |
Daniel Loeb's PG&E Corporation Investment FAQs
Daniel Loeb first purchased PG&E Corporation (PCG) in Q4 2017, acquiring 1,250,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb has held PG&E Corporation (PCG) for 23 quarters since Q4 2017.
Daniel Loeb's largest addition to PG&E Corporation (PCG) was in Q3 2020, adding 84,935,257 shares worth $797.54 M.
According to the latest 13F filing for Q3 2025, Daniel Loeb's firm, Third Point LLC, owns 50,100,000 shares of PG&E Corporation (PCG), valued at approximately $755.51 M.
As of the Q3 2025 filing, PG&E Corporation (PCG) represents approximately 8.40% of Daniel Loeb's publicly disclosed stock portfolio, making it one of their key holdings.
Daniel Loeb's peak holding in PG&E Corporation (PCG) was 84,935,257 shares, as reported at the end of Q3 2020.