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Portland General Electric
POR

Overview Fund Activity

408 hedge funds and large institutions have $4.59B invested in Portland General Electric in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 176 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+26
Holders Change %
+6.81%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
176
Reduced
109
Closed
33
Calls
$6.29M
Puts
$71M
Net Calls
-$64.7M
Net Calls Change
-$43.9M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$56.7M
2
ZP
2
Zimmer Partners
New York
$38.5M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$31.6M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$50.2M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$48.3M

Top Sellers

1
AIP
1
Atlas Infrastructure Partners
United Kingdom
$141M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$12.6M
3
Barclays
3
Barclays
United Kingdom
$12.9M
4
DZ Bank
4
DZ Bank
Germany
$1.84M
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$612K +$47.3K +1,095 +8%
X
227
Xponance
Pennsylvania
$599K -$31.3K -724 -5%
ET
228
Entropy Technologies
New York
$596K +$596K +13,787 New
PCM
229
Penn Capital Management
Pennsylvania
$578K -$64.3K -1,487 -10%
BCM
230
Becker Capital Management
Oregon
$573K -$52.3K -1,195 -8%
CIC
231
Cornercap Investment Counsel
Georgia
$567K +$567K +13,118 New
AAS
232
Avantax Advisory Services
Texas
$560K +$560K +12,948 New
KMWM
233
Keudell/Morrison Wealth Management
Oregon
$544K +$1.99K +46 +0.4%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$538K +$63.8K +1,476 +13%
FPF
235
First Pacific Financial
Washington
$518K +$34.3K +794 +7%
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$506K +$33.9K +784 +7%
BEI
237
Benjamin Edwards Inc
Missouri
$498K +$153K +3,547 +45%
TYCC
238
Texas Yale Capital Corp
Florida
$497K -$27K -625 -5%
AI
239
Atria Investments
North Carolina
$496K +$496K +11,480 New
SOADOR
240
State of Alaska Department of Revenue
Alaska
$484K +$12.1K +280 +3%
JIR
241
James Investment Research
Ohio
$455K -$130 -3 -0%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$446K +$27.3K +631 +7%
NSEDCP
243
NJ State Employees Deferred Compensation Plan
New Jersey
$432K – – –
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$424K – – –
FCH
245
Freestone Capital Holdings
Washington
$421K +$158K +3,657 +60%
Corient Private Wealth
246
Corient Private Wealth
Florida
$419K +$419K +9,687 New
SPA
247
Sherbrooke Park Advisers
New York
$418K +$418K +9,662 New
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$404K +$51.7K +1,195 +15%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$404K +$57.5K +1,330 +17%
SA
250
Sanctuary Advisors
Indiana
$399K +$399K +9,318 New
8 9
10
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