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, Q1 2024
Institutional positions in Portland General Electric Co as of Mar 31, 2024. 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
- 382
- −6 vs. Q4 2023
- Shares held
- 102.7M
- −391.5K (−0.4%) vs. Q4 2023
- Total value
- $4.32B
- −$154.7M (−3.5%) vs. Q4 2023
- New holders
- 42
- 145 more added
- Sold out
- 48
- 142 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Portland General Electric Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 1,100 | $46.2K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,074 | $45.1K | 0.00% | +1,057+6,217.6% | Added |
| EverSource Wealth Advisors, LLC | 1,024 | $44.3K | 0.00% | −267−20.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,006 | $42.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,000 | $42.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 919 | $38.6K | 0.01% | +537+140.6% | Added |
| Allworth Financial LP | 916 | $38.5K | 0.00% | −77−7.8% | Reduced |
| Fifth Third Bancorp | 883 | $37.1K | 0.00% | +249+39.3% | Added |
| Mather Group, LLC. | 793 | $34.4K | 0.00% | +793 | New |
| Custom Portfolio Group LLC | 789 | $33.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 784 | $32.9K | 0.01% | −134−14.6% | Reduced |
| AllSquare Wealth Management LLC | 753 | $31.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 750 | $31.5K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 723 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 600 | $25.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 588 | $24.7K | 0.02% | +220+59.8% | Added |
| Rise Advisors, LLC | 567 | $23.8K | 0.01% | +567 | New |
| Huntington National Bank | 545 | $22.9K | 0.00% | −1−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 500 | $21.0K | 0.00% | +500 | New |
| Smartleaf Asset Management LLC | 500 | $20.8K | 0.00% | +43+9.4% | Added |
| Private Trust Co NA | 478 | $20.1K | 0.00% | +14+3.0% | Added |
| Ronald Blue Trust, Inc. | 477 | $20.0K | 0.00% | −36−7.0% | Reduced |
| Raleigh Capital Management Inc. | 421 | $17.7K | 0.01% | −123−22.6% | Reduced |
| Parkside Financial Bank & Trust | 413 | $17.3K | 0.00% | +68+19.7% | Added |
| Sunbelt Securities, Inc. | 406 | $17.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 364 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 309 | $13.0K | 0.00% | +3+1.0% | Added |
| Bell Investment Advisors, Inc | 306 | $12.9K | 0.00% | −78−20.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 281 | $11.8K | 0.00% | −9,919−97.2% | Reduced |
| Criterion Capital Advisors, LLC | 267 | $11.2K | 0.01% | −13−4.6% | Reduced |
| Global Retirement Partners, LLC | 253 | $10.6K | 0.00% | −292−53.6% | Reduced |
| GWM Advisors LLC | 247 | $10.4K | 0.00% | −80−24.5% | Reduced |
| Versant Capital Management, Inc | 245 | $10.3K | 0.00% | +132+116.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 236 | $10.1K | 0.00% | +118+100.0% | Added |
| Planning Capital Management Corp | 225 | $9.45K | 0.01% | +225 | New |
| Highlander Capital Management, LLC | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 187 | $7.85K | 0.00% | +94+101.1% | Added |
| Pittenger & Anderson Inc | 175 | $7.35K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 178 | $7.23K | 0.00% | +93+109.4% | Added |
| Quarry LP | 154 | $6.47K | 0.00% | −68−30.6% | Reduced |
| Front Row Advisors LLC | 142 | $6.03K | 0.00% | +142 | New |
| REAP Financial Group, LLC | 110 | $4.63K | 0.00% | −11−9.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 104 | $4.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 102 | $4.28K | 0.00% | +102 | New |
| Impact Partnership Wealth, LLC | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 96 | $4.03K | 0.00% | +49+104.3% | Added |
| Farther Finance Advisors, LLC | 94 | $3.96K | 0.00% | +60+176.5% | Added |
| FSA Wealth Management LLC | 78 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $2.81K | 0.00% | −4,010−98.4% | Reduced |
| Manchester Capital Management LLC | 63 | $2.65K | 0.00% | +1+1.6% | Added |
| Continuum Advisory, LLC | 59 | $2.63K | 0.00% | +59 | New |
| SRS Capital Advisors, Inc. | 63 | $2.63K | 0.00% | +1+1.6% | Added |
| Sittner & Nelson, LLC | 50 | $2.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $1.89K | 0.00% | −10−18.2% | Reduced |
| Pineridge Advisors LLC | 44 | $1.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $1.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $1.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 41 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 33 | $1.40K | 0.00% | −1−2.9% | Reduced |
| Sofos Investments, Inc. | 33 | $1.40K | 0.00% | +33 | Added |
| TCTC Holdings, LLC | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $1.05K | 0.00% | −2−7.4% | Reduced |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $882 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $756 | 0.00% | −1−5.3% | Reduced |
| Provenance Wealth Advisors, LLC | 18 | $756 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $756 | 0.00% | +18 | New |
| M&R Capital Management Inc | 15 | $630 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $630 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 14 | $588 | 0.00% | −5−26.3% | Reduced |
| Orion Capital Management LLC | 14 | $588 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $462 | 0.00% | +1+10.0% | Added |
| Rothschild Investment LLC | 10 | $420 | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 10 | $420 | 0.00% | +10 | New |
| IFP Advisors, Inc | 9 | $378 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $168 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −237,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −84,085−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −82,372−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −39,726−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −34,785−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −32,108−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −27,160−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −25,832−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −24,230−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −20,564−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −17,198−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −12,858−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,505−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −11,802−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −8,964−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,121−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |