Institutional Ownership Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR). We have compiled data on the 481 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,531
shares
|
$266,921
0.03% of portfolio
|
Q3 2022
Reduced 0.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,518
shares
|
$266,390
0.01% of portfolio
|
Q4 2024
Added 23.94%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
6,488
shares
|
$265,164
0.05% of portfolio
|
Q1 2025
Reduced 42.66%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
6,246
shares
|
$255,274
0.03% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,196
shares
|
$253,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,118
shares
|
$250,042
0.0% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
6,098
shares
|
$249,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,087
shares
|
$248,775
0.0% of portfolio
|
Q1 2025
Reduced 99.05%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,930
shares
|
$242,359
0.02% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,926
shares
|
$242,195
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
5,905
shares
|
$241,337
0.18% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,799
shares
|
$237,005
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
5,719
shares
|
$233,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,701
shares
|
$232,999
0.08% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,681
shares
|
$232,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,521
shares
|
$225,643
0.05% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
5,498
shares
|
$224,703
0.01% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
5,456
shares
|
$222,986
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
5,354
shares
|
$218,817
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
5,200
shares
|
$212,524
0.0% of portfolio
|
Q4 2024
Reduced 32.47%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,181
shares
|
$211,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
5,149
shares
|
$210,439
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,039
shares
|
$205,943
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
5,000
shares
|
$204,350
0.11% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
4,826
shares
|
$197,238
0.03% of portfolio
|
Q1 2025
Added 0.12%
|