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 483 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 $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
104
shares
|
$4,233
0.0% of portfolio
|
Q1 2025
Reduced 84.19%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
104
shares
|
$4,233
0.0% of portfolio
|
Q3 2022
Added 13.04%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
100
shares
|
$4,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
94
shares
|
$3,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
89
shares
|
$3,623
0.0% of portfolio
|
Q1 2025
Added 304.55%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
88
shares
|
$3,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
86
shares
|
$3,501
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
86
shares
|
$3,501
0.0% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
81
shares
|
$3,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
78
shares
|
$3,175
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
75
shares
|
$3,053
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
74
shares
|
$3,012
0.0% of portfolio
|
Q1 2025
Reduced 39.84%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
73
shares
|
$2,971
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
72
shares
|
$2,931
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
56
shares
|
$2,279
0.0% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,035
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
50
shares
|
$2,035
0.0% of portfolio
|
Q4 2022
Reduced 97.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48
shares
|
$1,954
0.0% of portfolio
|
Q1 2025
Added 41.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
48
shares
|
$1,954
0.0% of portfolio
|
Q1 2025
Reduced 94.14%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
47
shares
|
$1,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
45
shares
|
$1,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
43
shares
|
$1,750
0.0% of portfolio
|
Q1 2023
Reduced 52.22%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
41
shares
|
$1,669
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
40
shares
|
$1,628
0.0% of portfolio
|
Q1 2025
Reduced 69.7%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
39
shares
|
$1,587
0.0% of portfolio
|
Q1 2025
Added 2.63%
|