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Portland General Electric

371 hedge funds and large institutions have $4.08B invested in Portland General Electric in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
0%
% of All Funds
5.92%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
52
Increased
126
Reduced
146
Closed
49
Calls
$1.6M
Puts
$360K
Net Calls
+$1.24M
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
CC
251
Centiva Capital
New York
$289K +$289K +7,149 New
TAM
252
Tocqueville Asset Management
New York
$283K +$283K +7,000 New
RJFSA
253
Raymond James Financial Services Advisors
Florida
$279K +$1.13K +28 +0.4%
SAM
254
Shell Asset Management
Netherlands
$277K -$4.33K -107 -2%
CP
255
CenterBook Partners
Connecticut
$274K -$333K -8,225 -55%
I
256
InceptionR
California
$270K +$38.5K +951 +17%
CGH
257
Crossmark Global Holdings
Texas
$266K -$5.26M -125,918 -95%
DWT
258
Dorsey & Whitney Trust
South Dakota
$265K +$265K +6,547 New
FWCM
259
Ferguson Wellman Capital Management
Oregon
$265K -$35.6K -879 -12%
CBT
260
CoreFirst Bank & Trust
Kansas
$261K -$15.8K -390 -6%
Creative Planning
261
Creative Planning
Kansas
$256K -$92.7K -2,290 -27%
TC
262
Trilogy Capital
California
$250K -$28.7K -710 -10%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$247K +$247K +6,113 New
JWM
264
Jeppson Wealth Management
California
$234K -$13.2K -325 -5%
MLICM
265
Metropolitan Life Insurance Company (MetLife)
New York
$232K +$17.6K +436 +8%
VPIM
266
Vanguard Personalized Indexing Management
California
$225K -$164K -4,063 -42%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$217K -$60.3K -1,489 -22%
AC
268
Avestar Capital
New York
$217K -$26.1K -644 -11%
FA
269
FDx Advisors
Illinois
$217K -$22.8K -564 -10%
TRCT
270
Tower Research Capital (TRC)
New York
$216K -$641K -15,833 -75%
SIM
271
Sandia Investment Management
Massachusetts
$202K
SPIA
272
Steward Partners Investment Advisory
New York
$202K +$181K +4,478 +896%
Ohio Public Employees Retirement System (OPERS)
273
Ohio Public Employees Retirement System (OPERS)
Ohio
$185K +$13.2K +325 +8%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$180K -$121 -3 -0.1%
AssetMark Inc
275
AssetMark Inc
California
$177K -$1.15M -28,501 -87%