PCG β€” PG&E CORP

Ownership history in DRW Securities, LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which DRW Securities, LLC reported a position in PG&E CORP (PCG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.41% (2024 Q4)
πŸ“Š Avg. % of fund
0.12%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
9

Position Intelligence

DRW Securities, LLC Γ— PCG AI Analytics

πŸ“‰ DRW Securities, LLC underperformed the S&P 500 by –119.5% annually on this PCG position. Timing score: 62% (5/8 decisions correct). Average cost basis: $19.43. Maximum drawdown during holding period: –71.2%.

πŸ“ˆ Position Alpha vs SPY
-119.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 119.5% ann.
8 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$19.43
-22.6% vs current ($15.03)

Best entry: $13.87 (2025 Q2)  Β·  Worst: $48.12 (2014 Q4)

πŸ›‘οΈ Drawdown Resilience
–71.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

5 adds Β· 4 trims. Bought during 2 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PCG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 25,625 -247,117 -90.6% 0.01% $387K $15.03
2025 Q2 ADDED 272,742 +96,893 +55.1% 0.09% $3.8M $13.87
2025 Q1 REDUCED 175,849 -413,415 -70.2% 0.08% $3.0M $17.07
2024 Q4 ADDED 589,264 +3,973 +0.7% 0.41% $11.9M $20.02
2024 Q3 ADDED 585,291 +573,290 +4777.0% 0.32% $11.6M $19.59
2024 Q2 REDUCED 12,001 -35,199 -74.6% 0.01% $209K $17.29
2023 Q3 ADDED 47,200 +40,008 +556.3% 0.02% $761K $15.95
2017 Q4 REDUCED 7,192 -13,108 -64.6% 0.03% $322K $44.32
2014 Q4 INITIATED 20,300 β€” β€” 0.12% $1.1M $48.12
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