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Portland General Electric
POR

Overview Fund Activity

447 hedge funds and large institutions have $4.81B invested in Portland General Electric in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 138 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
56
Increased
201
Reduced
138
Closed
48
Calls
$2.69M
Puts
$1.2M
Net Calls
+$1.5M
Net Calls Change
+$1.41M

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$122M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$77.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$40.3M
4
BlackRock
BlackRock
New York
+$25.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24.9M

Top Sellers

1
ZP
Zimmer Partners
New York
-$101M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$45.9M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$39.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
226
Jacobi Capital Management
Pennsylvania
$748K +$187K +4,191 +33%
AAM
227
Advisors Asset Management
Colorado
$735K +$9.9K +222 +1%
SFS
228
Sowell Financial Services
Arkansas
$731K +$731K +16,382 New
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$723K -$229K -5,144 -24%
BHCM
230
Brevan Howard Capital Management
Jersey
$705K -$50.5K -1,133 -7%
CCC
231
Chelsea Counsel Company
California
$690K – – –
AWCI
232
Alpine Woods Capital Investors
New York
$685K -$929K -20,820 -58%
CCM
233
Cullen Capital Management
New York
$679K +$5.98K +134 +0.9%
X
234
Xponance
Pennsylvania
$676K +$15.1K +339 +2%
PTC
235
Petrus Trust Company
Texas
$669K – – –
KMWM
236
Keudell/Morrison Wealth Management
Oregon
$653K +$59.2K +1,328 +10%
LCM
237
Legato Capital Management
California
$651K +$226K +5,066 +53%
I
238
InceptionR
California
$650K -$32.7K -733 -5%
WG
239
Winton Group
United Kingdom
$620K +$620K +13,908 New
SOAMC
240
Spirit of America Management Corp
New York
$586K +$89.2K +2,000 +18%
SOADOR
241
State of Alaska Department of Revenue
Alaska
$571K +$34.8K +780 +6%
BCM
242
Becker Capital Management
Oregon
$568K -$17.4K -385 -3%
FRM
243
Fox Run Management
Connecticut
$566K +$566K +12,687 New
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$559K +$10.1K +227 +2%
TYCC
245
Texas Yale Capital Corp
Florida
$555K +$23K +515 +4%
FPF
246
First Pacific Financial
Washington
$542K -$2.36K -53 -0.4%
Holocene Advisors
247
Holocene Advisors
New York
$538K +$538K +12,071 New
VCP
248
Vista Capital Partners
Oregon
$533K +$357 +8 +0.1%
EWA
249
EP Wealth Advisors
California
$525K +$217K +4,856 +70%
YIH
250
Y-Intercept (HK)
Hong Kong
$499K +$499K +11,185 New
8 9
10
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