Portland General Electric Co
POR- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000784977
In the last 90 days, Portland General Electric Co insiders filed 0 open-market purchases and 1 sale; 508 institutions reported holding it in 13F filings for Q2 2026, worth $6.45B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Portland General Electric Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 373
- +5 vs. Q2 2023
- Shares held
- 100.6M
- −2.33M (−2.3%) vs. Q2 2023
- Total value
- $4.08B
- −$738.5M (−15.3%) vs. Q2 2023
- New holders
- 52
- 126 more added
- Sold out
- 47
- 147 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting POR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 508 | $6.45B |
| Q1 2026 | 511 | $6.28B |
| Q4 2025 | 466 | $5.31B |
| Q3 2025 | 438 | $4.73B |
| Q2 2025 | 425 | $4.37B |
| Q1 2025 | 450 | $4.85B |
| Q4 2024 | 449 | $4.67B |
| Q3 2024 | 437 | $5.08B |
| Q2 2024 | 410 | $4.60B |
| Q1 2024 | 382 | $4.32B |
| Q4 2023 | 391 | $4.47B |
| Q3 2023 | 373 | $4.08B |
| Q2 2023 | 371 | $4.83B |
| Q1 2023 | 384 | $4.91B |
| Q4 2022 | 390 | $4.78B |
| Q3 2022 | 362 | $3.79B |
| Q2 2022 | 347 | $4.29B |
| Q1 2022 | 340 | $4.57B |
| Q4 2021 | 326 | $4.36B |
| Q3 2021 | 310 | $3.89B |
| Q2 2021 | 316 | $3.80B |
| Q1 2021 | 319 | $3.94B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Portland General Electric Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $0 | 0.00% | +9 | New |
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −47−100.0% | Reduced |
| Motco | 2 | $81 | 0.00% | −6−75.0% | Reduced |
| Baystate Wealth Management LLC | 2 | $81 | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $81 | 0.00% | +2 | New |
| VisionPoint Advisory Group, LLC | 4 | $162 | 0.00% | +4 | New |
| IFP Advisors, Inc | 9 | $364 | 0.00% | −16−64.0% | Reduced |
| AdvisorNet Financial, Inc | 12 | $486 | 0.00% | −170−93.4% | Reduced |
| GWM Advisors LLC | 12 | $486 | 0.00% | +2+20.0% | Added |
| Delos Wealth Advisors, LLC | 12 | $527 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $567 | 0.00% | +14 | New |
| M&R Capital Management Inc | 15 | $607 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $648 | 0.00% | +1+6.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $688 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19 | $769 | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 19 | $770 | 0.00% | −58−75.3% | Reduced |
| Tucker Asset Management LLC | 21 | $850 | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 22 | $900 | 0.00% | −32−59.3% | Reduced |
| Cornerstone Planning Group LLC | 25 | $1.01K | 0.00% | +6+31.6% | Added |
| Headinvest, LLC | 28 | $1.09K | 0.00% | +28 | New |
| RFP Financial Group LLC | 32 | $1.29K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 35 | $1.42K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 35 | $1.42K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 35 | $1.42K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 41 | $1.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $1.94K | 0.00% | −144−75.0% | Reduced |
| Steward Financial Group LLC | 73 | $2.00K | 0.00% | +73 | New |
| Sittner & Nelson, LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 57 | $2.31K | 0.00% | +57 | New |
| Manchester Capital Management LLC | 64 | $2.59K | 0.00% | −3−4.5% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $2.63K | 0.00% | +65 | New |
| Beacon Capital Management, LLC | 60 | $2.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 85 | $3.00K | 0.00% | +85 | New |
| Bogart Wealth, LLC | 75 | $3.04K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $3.39K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 85 | $3.44K | 0.00% | +85 | New |
| Cary Street Partner Investment Advisory LLC | 90 | $3.64K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $3.97K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 99 | $4.01K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $4.05K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 104 | $4.21K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 118 | $4.78K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 146 | $5.91K | 0.00% | −35−19.3% | Reduced |
| Versant Capital Management, Inc | 149 | $6.03K | 0.00% | −10−6.3% | Reduced |
| Atlantic Trust, LLC | 166 | $6.72K | 0.00% | +166 | New |
| Pittenger & Anderson Inc | 175 | $7.08K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Huntington National Bank | 200 | $8.10K | 0.00% | −40−16.7% | Reduced |
| EverSource Wealth Advisors, LLC | 204 | $8.24K | 0.00% | −806−79.8% | Reduced |
| Lindbrook Capital, LLC | 214 | $8.66K | 0.00% | +19+9.7% | Added |
| Hexagon Capital Partners LLC | 215 | $8.70K | 0.00% | −111−34.0% | Reduced |
| NBC Securities, Inc. | 224 | $9.00K | 0.00% | +224 | New |
| Fifth Third Bancorp | 225 | $9.11K | 0.00% | −117−34.2% | Reduced |
| Lee Financial Co | 235 | $9.51K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 231 | $11.0K | 0.00% | +185+402.2% | Added |
| McIlrath & Eck, LLC | 304 | $12.3K | 0.00% | +2+0.7% | Added |
| Parkside Financial Bank & Trust | 314 | $12.7K | 0.00% | +15+5.0% | Added |
| Raleigh Capital Management Inc. | 385 | $15.6K | 0.01% | +147+61.8% | Added |
| Private Trust Co NA | 395 | $16.0K | 0.00% | −19−4.6% | Reduced |
| Bartlett & Co. LLC | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 400 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 406 | $16.4K | 0.00% | +200+97.1% | Added |
| St Germain D J Co Inc | 430 | $17.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 469 | $18.7K | 0.00% | +27+6.1% | Added |
| Proequities, Inc. | 507 | $20.8K | 0.00% | +28+5.8% | Added |
| Tompkins Financial Corp | 600 | $24.3K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 608 | $25.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 640 | $25.0K | 0.00% | +640 | New |
| Quarry LP | 619 | $25.1K | 0.02% | +466+304.6% | Added |
| Brown Brothers Harriman & Co | 750 | $30.4K | 0.00% | −1,053−58.4% | Reduced |
| IMA Wealth, Inc. | 786 | $32.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 800 | $32.4K | 0.01% | +800 | New |
| Allworth Financial LP | 854 | $34.6K | 0.00% | +261+44.0% | Added |
| Nomura Asset Management Co Ltd | 890 | $36.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $40.5K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $40.5K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,000 | $40.5K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,054 | $42.7K | 0.00% | −223−17.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,100 | $44.5K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,138 | $46.1K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,154 | $46.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,229 | $49.7K | 0.00% | −904−42.4% | Reduced |
| Signaturefd, LLC | 1,299 | $52.6K | 0.00% | −163−11.1% | Reduced |
| KBC Group NV | 1,298 | $53.0K | 0.00% | +1,298 | New |
| Colonial Trust Co | 1,344 | $54.4K | 0.01% | −200−13.0% | Reduced |
| Ci Investments Inc. | 1,467 | $59.0K | 0.00% | −12−0.8% | Reduced |
| Quadrant Capital Group LLC | 1,926 | $78.0K | 0.01% | −101−5.0% | Reduced |
| Lazard Asset Management LLC | 2,352 | $95.0K | 0.00% | +24+1.0% | Added |
| Bessemer Group Inc | 3,376 | $137.0K | 0.00% | −308−8.4% | Reduced |
| Benjamin Edwards Inc | 3,416 | $138.0K | 0.03% | +1,182+52.9% | Added |
| LGT Financial Advisors LLC | 3,451 | $139.7K | 0.18% | +3,451 | New |
| South Dakota Investment Council | 3,700 | $150.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,794 | $153.0K | 0.12% | +721+23.5% | Added |
| Qube Research & Technologies Ltd | 4,014 | $162.5K | 0.00% | +4,014 | New |
| Virtus ETF Advisers LLC | 4,196 | $169.9K | 0.10% | −579−12.1% | Reduced |
| Assetmark, Inc | 4,366 | $176.7K | 0.00% | −28,501−86.7% | Reduced |
| Massmutual Trust Co FSB | 4,441 | $179.8K | 0.01% | −3−0.1% | Reduced |