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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
38
shares
|
$1,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35
shares
|
$1,424
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
32
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
29
shares
|
$1,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
28
shares
|
$1,139
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
26
shares
|
$1,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
24
shares
|
$977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
22
shares
|
$895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$610
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$610
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
15
shares
|
$610
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
14
shares
|
$569
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
14
shares
|
$569
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
13
shares
|
$529
0.0% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
12
shares
|
$488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11
shares
|
$447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$407
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$366
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
9
shares
|
$366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$284
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
6
shares
|
$244
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$122
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2
shares
|
$81
0.0% of portfolio
|
Q3 2023
New holding
|