David Einhorn's PCG Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 6.63 M shares of PG&E Corporation (PCG) worth $116.54 M, representing 3.65% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, David Einhorn has maintained this position in PCG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 1.4 M shares. Largest reduction occurred in Q1 2026, reducing 1.15 M shares.
Analysis based on 13F filings available since 2013 Q2
David Einhorn's PG&E Corporation (PCG) Holding Value Over Time
Track share changes against reported price movement
Quarterly PG&E Corporation (PCG) Trades by David Einhorn
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1.15 M | Reduce 14.79% | 6.63 M | $17.57 |
| Q4 2025 | +1.4 M | Add 21.99% | 7.78 M | $16.07 |
| Q3 2025 | +6.38 M | New Buy | 6.38 M | $15.08 |
David Einhorn's PG&E Corporation Investment FAQs
David Einhorn first purchased PG&E Corporation (PCG) in Q3 2025, acquiring 6,380,853 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn has held PG&E Corporation (PCG) for 3 quarters since Q3 2025.
David Einhorn's largest addition to PG&E Corporation (PCG) was in Q3 2025, adding 6,380,853 shares worth $96.22 M.
According to the latest 13F filing for Q1 2026, David Einhorn's firm, Dme Capital Management, Lp, owns 6,632,852 shares of PG&E Corporation (PCG), valued at approximately $116.54 M.
As of the Q1 2026 filing, PG&E Corporation (PCG) represents approximately 3.65% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings.
David Einhorn's peak holding in PG&E Corporation (PCG) was 7,784,103 shares, as reported at the end of Q4 2025.