Latest Institutional Transactions on Portland General Electric CO (POR)
This table provides information on the latest institutional transactions involving Portland General Electric CO (POR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.2K- 4.14% |
$168K - $188K
|
97.3K
$3.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 1.96% |
$4K - $4.48K
|
5K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-35- 11.86% |
$1.4K - $1.57K
|
260
$10.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
8.26K+ 91.87% |
$330K - $370K
|
17.3K
$694K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-1.04K- 8.51% |
$41.4K - $46.3K
|
11.1K
$447K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-59- 2.96% |
$2.36K - $2.64K
|
1.94K
$77.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-452- 1.53% |
$18.1K - $20.2K
|
29.2K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 5.42% |
$1.2K - $1.34K
|
523
$21K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.69% |
$40 - $44.8
|
14
$563
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-131- 0.1% |
$5.23K - $5.86K
|
128K
$5.13M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
16.7KNew |
$666K - $746K
|
16.7K
$670K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-515- 4.02% |
$20.6K - $23K
|
12.3K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 25.74% |
$42.5K - $47.6K
|
3.07K
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6+ 0.11% |
$240 - $269
|
5.46K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 36.36% |
$160 - $179
|
7
$281
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-65- 7.75% |
$2.6K - $2.91K
|
774
$31.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
141+ 2.88% |
$5.63K - $6.31K
|
5.04K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-130- 2.23% |
$5.19K - $5.82K
|
5.7K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
516+ 2.4% |
$20.6K - $23.1K
|
22K
$885K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 13.16% |
$400 - $448
|
86
$3.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
3K+ 3.05% |
$120K - $134K
|
102K
$4.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-78- 3.25% |
$3.12K - $3.49K
|
2.32K
$93.4K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
719New |
$28.7K - $32.2K
|
719
$28.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-361- 55.97% |
$14.4K - $16.2K
|
284
$11.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-94.2K- 87.58% |
$3.77M - $4.22M
|
13.4K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$1.8K - $2.01K
|
45
$1.81K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
21.9KNew |
$876K - $980K
|
21.9K
$881K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-201- 30.92% |
$8.03K - $8.99K
|
449
$18.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-178- 34.17% |
$7.11K - $7.97K
|
343
$13.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.25K- 3.01% |
$130K - $145K
|
105K
$4.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99- 4.3% |
$3.96K - $4.43K
|
2.21K
$88.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$959 - $1.07K
|
24
$965
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
143+ 0.87% |
$5.71K - $6.4K
|
16.5K
$664K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
500+ 83.33% |
$20K - $22.4K
|
1.1K
$44.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 15.52% |
$77.8K - $87.1K
|
10.6K
$426K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
533+ 7.25% |
$21.3K - $23.9K
|
7.89K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.72% |
$160 - $179
|
560
$22.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.98KNew |
$159K - $178K
|
3.98K
$160K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
332+ 296.43% |
$13.3K - $14.9K
|
444
$17.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.12% |
$160 - $179
|
361
$14.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 2.36% |
$280 - $313
|
304
$12.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-49- 9.28% |
$1.96K - $2.19K
|
479
$19.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
19.7KNew |
$787K - $882K
|
19.7K
$792K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
2.51K+ 7.21% |
$100K - $112K
|
37.3K
$1.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
16.5KNew |
$659K - $738K
|
16.5K
$663K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-879- 23.29% |
$35.1K - $39.3K
|
2.9K
$116K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.2K- 88.24% |
$537K - $599K
|
1.76K
$70.9K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.19K+ 33.34% |
$170K - $190K
|
16.8K
$674K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
22.3KNew |
$904K - $1.01M
|
22.3K
$896K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
416New |
$16.9K - $18.8K
|
416
$16.7K
|
|