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Portland General Electric

388 hedge funds and large institutions have $4.55B invested in Portland General Electric in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+17
Holders Change %
+4.58%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
154
Reduced
118
Closed
48
Calls
$1.64M
Puts
$212K
Net Calls
+$1.43M
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
251
Tocqueville Asset Management
New York
$264K -$39K -900 -13%
Bessemer Group
252
Bessemer Group
New Jersey
$264K +$118K +2,715 +80%
FWCM
253
Ferguson Wellman Capital Management
Oregon
$258K -$26K -600 -9%
SFA
254
Sequoia Financial Advisors
Ohio
$256K +$256K +5,906 New
CA
255
Cetera Advisors
Colorado
$255K +$255K +5,881 New
PTC
256
Petrus Trust Company
Texas
$254K +$254K +5,863 New
JWM
257
Jeppson Wealth Management
California
$253K +$2.17K +50 +0.9%
MLICM
258
Metropolitan Life Insurance Company (MetLife)
New York
$249K
CBT
259
CoreFirst Bank & Trust
Kansas
$249K -$31.2K -720 -11%
SPIA
260
Steward Partners Investment Advisory
New York
$247K +$31.7K +732 +15%
SG Americas Securities
261
SG Americas Securities
New York
$241K -$1.71M -39,526 -88%
AssetMark Inc
262
AssetMark Inc
California
$238K +$48.5K +1,118 +26%
PAM
263
Panagora Asset Management
Massachusetts
$236K -$142K -3,265 -38%
JBA
264
Johnson Bixby & Associates
Washington
$235K +$235K +5,421 New
TCM
265
Teza Capital Management
Illinois
$233K -$1.08M -24,933 -82%
BEI
266
Benjamin Edwards Inc
Missouri
$230K +$81.9K +1,888 +55%
PA
267
Profund Advisors
Maryland
$229K +$229K +5,279 New
SAM
268
Shell Asset Management
Netherlands
$228K -$68.7K -1,586 -23%
TC
269
Trilogy Capital
California
$224K -$44.1K -1,017 -16%
WIA
270
Wetzel Investment Advisors
Indiana
$221K +$221K +5,100 New
AWM
271
AE Wealth Management
Kansas
$217K +$217K +5,340 New
KAS
272
Kestra Advisory Services
Texas
$213K +$213K +4,910 New
SFP
273
Shepherd Financial Partners
Massachusetts
$208K +$208K +4,797 New
Ohio Public Employees Retirement System (OPERS)
274
Ohio Public Employees Retirement System (OPERS)
Ohio
$207K +$8.84K +204 +4%
VEA
275
Virtus ETF Advisers
New York
$204K +$22.3K +515 +12%