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 2025
Institutional positions in Portland General Electric Co as of Mar 31, 2025. 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
- 450
- +6 vs. Q4 2024
- Shares held
- 108.8M
- +2.42M (+2.3%) vs. Q4 2024
- Total value
- $4.85B
- +$208.2M (+4.5%) vs. Q4 2024
- New holders
- 54
- 201 more added
- Sold out
- 48
- 140 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Portland General Electric Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| True Wealth Design, LLC | 1 | $45 | 0.00% | −613−99.8% | Reduced |
| HFM Investment Advisors, LLC | 2 | $90 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $134 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $134 | 0.00% | +1+50.0% | Added |
| WealthTrak Capital Management LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $268 | 0.00% | −30−83.3% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $381 | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 10 | $446 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $491 | 0.00% | −2−15.4% | Reduced |
| Global Financial Private Client, LLC | 11 | $491 | 0.00% | +7+175.0% | Added |
| Rialto Wealth Management, LLC | 11 | $491 | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 13 | $580 | 0.00% | −262−95.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $580 | 0.00% | +1+8.3% | Added |
| Aventura Private Wealth, LLC | 14 | $624 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $669 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $803 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $892 | 0.00% | +20 | New |
| Spire Wealth Management | 22 | $981 | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $1.17K | 0.00% | +26 | New |
| TCTC Holdings, LLC | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $1.29K | 0.00% | +29 | New |
| AdvisorNet Financial, Inc | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $1.58K | 0.00% | +2+6.1% | Added |
| Synergy Investment Management, LLC | 38 | $1.69K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 39 | $1.72K | 0.00% | +1+2.6% | Added |
| Larson Financial Group LLC | 40 | $1.78K | 0.00% | −92−69.7% | Reduced |
| Richard W. Paul & Associates, LLC | 41 | $1.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $1.94K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 47 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $2.12K | 0.00% | −771−94.1% | Reduced |
| IFP Advisors, Inc | 48 | $2.14K | 0.00% | +14+41.2% | Added |
| Sittner & Nelson, LLC | 50 | $2.23K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $2.45K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 56 | $2.50K | 0.00% | +9+19.1% | Added |
| Bryn Mawr Trust Co | 72 | $3.21K | 0.00% | +9+14.3% | Added |
| MAI Capital Management | 74 | $3.30K | 0.00% | −49−39.8% | Reduced |
| Bogart Wealth, LLC | 75 | $3.35K | 0.00% | −9−10.7% | Reduced |
| Farmers & Merchants Investments Inc | 76 | $3.39K | 0.00% | +35+85.4% | Added |
| FSA Wealth Management LLC | 78 | $3.48K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 81 | $3.61K | 0.00% | +81 | New |
| Continuum Advisory, LLC | 86 | $3.84K | 0.00% | +5+6.2% | Added |
| Red Tortoise LLC | 88 | $3.92K | 0.00% | +88 | New |
| Horizon Investments, LLC | 89 | $3.97K | 0.00% | +67+304.5% | Added |
| NBC Securities, Inc. | 112 | $4.00K | 0.00% | +112 | New |
| Atlantic Trust, LLC | 94 | $4.19K | 0.00% | +94 | New |
| Vermillion & White Wealth Management Group, LLC | 100 | $4.46K | 0.00% | +100 | New |
| LGT Financial Advisors LLC | 104 | $4.63K | 0.01% | −575−84.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 104 | $4.64K | 0.00% | −554−84.2% | Reduced |
| Copia Wealth Management | 108 | $4.82K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 115 | $5.11K | 0.00% | −1,200−91.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 118 | $5.26K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 144 | $6.42K | 0.00% | −2−1.4% | Reduced |
| SBI Securities Co., Ltd. | 161 | $7.18K | 0.00% | −19−10.6% | Reduced |
| Harbour Investments, Inc. | 166 | $7.40K | 0.00% | −24−12.6% | Reduced |
| REAP Financial Group, LLC | 168 | $7.50K | 0.00% | +51+43.6% | Added |
| Pittenger & Anderson Inc | 175 | $7.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $7.80K | 0.00% | +70+66.7% | Added |
| WPG Advisers, LLC | 189 | $8.43K | 0.01% | +37+24.3% | Added |
| Parkside Financial Bank & Trust | 190 | $8.47K | 0.00% | +179+1,627.3% | Added |
| CoreCap Advisors, LLC | 192 | $8.56K | 0.00% | +32+20.0% | Added |
| Insight Financial Services | 200 | $8.92K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 193 | $9.00K | 0.00% | +193 | New |
| Huntington National Bank | 210 | $9.37K | 0.00% | −1−0.5% | Reduced |
| First Horizon Advisors, Inc. | 236 | $10.6K | 0.00% | +53+29.0% | Added |
| Estabrook Capital Management | 264 | $11.8K | 0.00% | +3+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 281 | $12.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 297 | $13.2K | 0.00% | −240−44.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 295 | $13.3K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 300 | $13.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 318 | $14.2K | 0.00% | +2+0.6% | Added |
| Rise Advisors, LLC | 357 | $15.9K | 0.01% | −229−39.1% | Reduced |
| Hemington Wealth Management | 379 | $16.0K | 0.00% | −70−15.6% | Reduced |
| Kestra Investment Management, LLC | 380 | $16.9K | 0.00% | +319+523.0% | Added |
| Bayforest Capital Ltd | 384 | $17.1K | 0.01% | −2,861−88.2% | Reduced |
| Skopos Labs, Inc. | 393 | $17.5K | 0.00% | +233+145.6% | Added |
| Geneos Wealth Management Inc. | 416 | $18.6K | 0.00% | +163+64.4% | Added |
| Natixis | 419 | $18.7K | 0.00% | −6,600−94.0% | Reduced |
| Sunbelt Securities, Inc. | 420 | $18.7K | 0.00% | +5+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 443 | $19.8K | 0.00% | −93−17.4% | Reduced |
| Bell Investment Advisors, Inc | 459 | $20.5K | 0.00% | +25+5.8% | Added |
| V-Square Quantitative Management LLC | 514 | $22.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 521 | $23.2K | 0.00% | +127+32.2% | Added |
| Versant Capital Management, Inc | 528 | $23.5K | 0.00% | −220−29.4% | Reduced |
| Allworth Financial LP | 567 | $24.4K | 0.00% | +196+52.8% | Added |
| Raleigh Capital Management Inc. | 553 | $24.7K | 0.01% | −11−2.0% | Reduced |
| Harbor Capital Advisors, Inc. | 556 | $25.0K | 0.00% | +147+35.9% | Added |
| Mather Group, LLC. | 564 | $25.2K | 0.00% | −60−9.6% | Reduced |
| LRI Investments, LLC | 584 | $26.0K | 0.00% | +101+20.9% | Added |
| CIBC Private Wealth Group, LLC | 639 | $26.5K | 0.00% | +139+27.8% | Added |
| Tompkins Financial Corp | 600 | $26.8K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 602 | $27.0K | 0.01% | +602 | New |
| Private Trust Co NA | 634 | $28.3K | 0.00% | +244+62.6% | Added |
| Ridgewood Investments LLC | 645 | $28.8K | 0.01% | −545−45.8% | Reduced |
| Global X Japan Co., Ltd. | 650 | $29.0K | 0.00% | +345+113.1% | Added |
| WealthCollab, LLC | 736 | $32.8K | 0.02% | +148+25.2% | Added |
| Brown Brothers Harriman & Co | 750 | $33.5K | 0.00% | −83−10.0% | Reduced |
| AllSquare Wealth Management LLC | 753 | $33.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 839 | $37.4K | 0.00% | −33−3.8% | Reduced |
| Bessemer Group Inc | 883 | $40.0K | 0.00% | −235−21.0% | Reduced |