PG&E Corp (PCG)

Sep 26, 2026

Alejandro T. Vallejo, EVP and Chief People Officer at PG&E Corp, acquired 596.66 phantom stock units on September 23, 2026, through deferred compensation plans. These units, valued at $12.41 each, bring his total holdings to 35,527.2 phantom stock units. The units are payable in cash upon his termination of service and represent the economic equivalent of one common stock share.

Sep 25, 2026

The U.S. Nuclear Regulatory Commission (NRC) confirmed on September 24 that a surveillance capsule report from PG&E's Diablo Canyon Unit 1 met federal requirements. This assessment follows the renewal of the plant's operating licenses in April and helps track the reactor vessel's resistance to fracture due to neutron exposure. The report's approval does not grant a new operating term but affirms compliance with monitoring programs, with PG&E estimating significant costs if the plant were to close.

Sep 25, 2026

PG&E Corporation announced it will hold a conference call on Thursday, October 22, 2026, at 11:00 a.m. Eastern Time to discuss its third quarter 2026 financial results. The public can access the call via a simultaneous webcast, and a replay will be available shortly after the live event. PG&E Corporation, headquartered in Oakland, California, is the parent company of Pacific Gas and Electric Company, serving 16 million Californians.

Sep 25, 2026

San Francisco Mayor Daniel Lurie has expressed skepticism regarding the city's potential takeover of PG&E assets, though he is not actively obstructing the multi-year effort. This comes as the Board of Supervisors unanimously rejected a PG&E maneuver to delay the takeover, intensifying calls for municipal power, especially after a significant December blackout. The city and PG&E are preparing to release their respective valuations of the utility's San Francisco infrastructure, a critical step in the acquisition process.

Sep 25, 2026

PG&E is conducting helicopter surveys across Humboldt County for approximately one month, beginning September 22nd, to identify potential wildfire risks. These flights use LiDAR and high-resolution imaging to inspect electrical equipment and nearby vegetation in rural areas, especially within high fire-threat districts. The aim is to gather data for maintenance and safety improvements to reduce wildfire risks, with helicopters flying low and hovering at inspection points.

Sep 24, 2026

General Motors and Pacific Gas and Electric have partnered to simplify EV ownership in Northern and Central California. Their "Smart Charge Bundle" program allows eligible EV buyers to receive a home charger and enroll in PG&E's smart-charging program directly through GM dealerships, offering potential savings and convenience. The initiative aims to reduce the complexities associated with home charging and help manage grid strain.

Sep 24, 2026

San Francisco's Board of Supervisors unanimously voted to certify an environmental impact report, moving the city closer to a publicly-owned power grid and potential takeover of Pacific Gas and Electric's transmission system. This decision allows city leaders to pursue eminent domain or negotiate a sale with PG&E, following a December blackout that renewed calls for municipal control. PG&E and a coalition of utility employees had appealed the report, citing concerns about insufficient detail on environmental impacts.

Sep 24, 2026

PG&E Corp. (PCG) stock fell 3.65% to $12.41 on Wednesday, experiencing its fourth consecutive day of losses. This underperformance occurred during a generally negative trading session, with the S&P 500 Index (SPX) dropping 0.75% and the Dow Jones Industrial Average (DJIA) falling 0.68%. The article notes that PCG's stock movement was in contrast to its competitors on this particular day.

Sep 23, 2026

The PG&E Corporation Foundation and the California Fire Foundation have awarded $1 million in wildfire safety grants to 75 organizations in Northern and Central California, marking the ninth year of this partnership. These grants, distributed during National Preparedness Month, aim to strengthen disaster preparedness and response programs by providing funding for specialized equipment, personal protective gear, vegetation management, and public education in high wildfire-risk areas. This year, the PG&E Foundation contributed an additional $50,000 to the program, supporting projects that benefit 4.2 million residents across 36 counties.

Sep 23, 2026

PG&E Corp (PCG) shares declined by 3.6% to $12.41, trading significantly below its GF Value™ of $17.20, suggesting potential undervaluation with a 27.8% upside. Despite an "Above Average" GF Score™ of 69/100, the company faces financial strength issues (3/10) and has seen net insider selling of $8.3M over the past year, indicating considerable risk for investors. The mixed sentiment among gurus and insider activity suggest caution is warranted despite the low valuation.

Sep 23, 2026

Edison International faces a complex challenge as it funds a $40 billion grid transformation and absorbs wildfire liabilities, even as its dividend yield appears attractive. Despite 22 consecutive dividend raises and a 6.3% yield, the company was downgraded by S&P due to wildfire settlements exceeding $1 billion and operating cash flow not fully covering capital expenditures and dividends. This situation places Edison International in a unique position among California utilities, offering high yield but also significant exposure to unresolved risks.

Sep 23, 2026

This article compares Duke Energy (DUK) and Southern Company (SO) as investments for retirement-focused portfolios, highlighting Duke Energy as the stronger choice. Duke offers a higher yield, better dividend coverage, and a more robust capital plan, despite both companies benefiting from data center growth. Southern Company faces cash drag issues from wind repowering charges and disallowances, which could impact its dividend through 2027.

Sep 23, 2026

The PG&E Corporation Foundation and the California Fire Foundation have awarded $1 million in wildfire safety grants to 75 organizations across Northern and Central California. These grants, part of a nine-year partnership, will fund personal protective equipment, specialized gear, vegetation management, and public education to enhance wildfire prevention and preparedness. This year's grant pool included an additional $50,000 from the PG&E Foundation due to increased demand, with a focus on areas with elevated wildfire risk.

Sep 23, 2026

Sunrun and Tesla successfully deployed over 580 MW of peak power from 140,000 California home batteries to the grid during a severe heat wave on September 9th. This record-breaking virtual power plant (VPP) dispatch, in response to requests from the California Energy Commission, helped bolster the grid and suppress wholesale power price spikes. The effort highlights the growing role of distributed energy resources in managing grid stability and reducing energy costs for consumers.

Sep 23, 2026

Southern California Edison customers could face increased costs if the utility's credit rating drops to junk status due to California's failure to pass wildfire legislation. Edison International CEO Pedro Pizarro stated that a permanent shareholder liability cap is crucial for the utility, especially after the Eaton blaze was linked to Edison equipment. Despite the legislative setback that led to PG&E deferring work, Edison is not planning similar capital spending cutbacks.

Sep 22, 2026

PG&E's long-term growth plan remains on track, driven by California's ambitious energy policies and the need for substantial infrastructure investment. Analyst Travis Miller notes that the company's management has reaffirmed earnings growth after legislative sessions, despite some shifts in 2027 investment plans and legislative setbacks related to wildfire reforms. The company is in the early stages of a significant growth opportunity post-bankruptcy.

Sep 22, 2026

Pacific Gas and Electric Co. (PG&E) has awarded over $30 million in new grants for community microgrid solar projects across California, marking a significant expansion of its Microgrid Incentive Program. These projects, which build on an earlier $43 million investment, will enhance grid resilience in rural, coastal, Tribal, and high wildfire risk areas by using solar-plus-storage systems and innovative pumped-hydro designs. They aim to maintain power for critical facilities like hospitals and schools during outages and advance clean energy solutions.

Sep 19, 2026

Consolidated Edison (ED) stock has underperformed the Nasdaq Composite (NASX) over the past three months and year-to-date, declining 2.4% while NASX dropped marginally, and showing a 6.1% YTD return versus NASX's 11.8%. This underperformance is attributed to pressure on rate-sensitive utility shares from rising Treasury yields and modest earnings growth, despite the company's steady fundamentals and long-term outperformance against some utility peers. Analysts currently rate ED a "Hold" with a modest upside target.

Sep 18, 2026

The article highlights three utility stocks—Exelon (EXC), PG&E (PCG), and Centuri Holdings (CTRI)—that are positioned to perform well despite the Federal Reserve's recent interest rate hike, the first since 2023. These companies are identified as having strong financial health, with a times interest earned ratio greater than 1, and are focused on infrastructure investments to meet rising demand, particularly from data centers. All three currently hold a Zacks Rank of #3 (Hold) and a VGM Score of A or B, making them attractive options for investors in a rising interest rate environment.

Sep 14, 2026

PG&E, the Marina Fire Department, and the Monterey County Fire Department conducted a joint emergency response drill in Marina, California. The drill simulated a car crash hitting a power pole and a work crew striking a gas line, testing the coordinated response of utility and first responder agencies. This was the 94th such exercise for PG&E since 2021, aiming to improve communication and response to incidents involving both electric and natural gas infrastructure.

Sep 12, 2026

PG&E has started Public Safety Power Shutoffs (PSPS) in Nevada and Placer counties due to strong winds, affecting approximately 1,300 customers. This action could expand to include about 14,000 customers across 12 counties and four tribal areas through Monday, as weather conditions are closely monitored. The utility emphasizes that the duration and extent of outages will depend on weather and potential damage.

Sep 12, 2026

This opinion piece argues that Southern California Edison (SCE) operates as a predatory monopoly, profiting excessively from a basic human need—electricity—especially in the Inland Empire. The author highlights the significant increase in electricity bills compared to stagnant household incomes and SCE executives' rising compensation, accusing the company of exploiting its captive customer base. The article calls for rate limits, automatic enrollment in discount programs, an end to profit-driven executive pay, and ultimately, the conversion of such utilities into publicly held entities.