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Portland General Electric

423 hedge funds and large institutions have $4.38B invested in Portland General Electric in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 182 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $4.81B → $4.38B (-$430M)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

88% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $25.6M

Holders
423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.1M
Puts
$25.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$437K
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$429K
JIR
253
James Investment Research
Ohio
$428K
PA
254
PharVision Advisers
Florida
$427K
EMPI
255
Elo Mutual Pension Insurance
Finland
$426K
BC
256
Bayforest Capital
United Kingdom
$416K
TAM
257
Tocqueville Asset Management
New York
$414K
TC
258
TwinBeech Capital
New York
$414K
NSEDCP
259
NJ State Employees Deferred Compensation Plan
New Jersey
$406K
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$398K
HSBC Holdings
261
HSBC Holdings
United Kingdom
$395K
KWA
262
Kingswood Wealth Advisors
California
$394K
Corient Private Wealth
263
Corient Private Wealth
Florida
$385K
AAS
264
Avantax Advisory Services
Texas
$382K
SFA
265
Sequoia Financial Advisors
Ohio
$376K
SAM
266
Silvercrest Asset Management
New York
$366K
AWCI
267
Alpine Woods Capital Investors
New York
$366K
SO
268
STRS Ohio
Ohio
$362K
SAM
269
Securian Asset Management
Minnesota
$337K
PS
270
Principal Securities
Iowa
$335K
QCG
271
Quadrant Capital Group
Ohio
$334K
OIA
272
OneDigital Investment Advisors
Kansas
$328K
II
273
IFM Investors
Australia
$320K
VI
274
Vestcor Inc
New Brunswick, Canada
$315K
TI
275
Tidal Investments
Wisconsin
$310K