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Portland General Electric

315 hedge funds and large institutions have $3.8B invested in Portland General Electric in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 107 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-4
Holders Change %
-1.25%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
34
Increased
122
Reduced
107
Closed
37
Calls
$3.87M
Puts
$4.98M
Net Calls
-$1.11M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
276
Carroll Financial Associates
North Carolina
$22K
QCG
277
Quadrant Capital Group
Ohio
$22K +$1.56K +34 +8%
LC
278
Lindbrook Capital
California
$18K
PCG
279
Private Capital Group
Connecticut
$16K +$550 +12 +4%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$14K
COCM
281
Charter Oak Capital Management
New Hampshire
$14K
ME
282
McIlrath & Eck
Washington
$13K +$8.49K +188 +188%
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$12K
LF
284
Lee Financial
Texas
$11K
MCM
285
Manchester Capital Management
Vermont
$10K
TWA
286
TCI Wealth Advisors
Arizona
$9K +$4.54K +104 +102%
PAI
287
Pittenger & Anderson Inc
Nebraska
$8K
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$8K +$42 +1 +0.5%
EI
289
Ellevest Inc
New York
$8K +$3.52K +74 +79%
ASN
290
Advisory Services Network
Georgia
$8K +$8K +183 New
GWS
291
Glassman Wealth Services
Virginia
$7K
FF
292
FourThought Financial
Florida
$5K -$151K -3,656 -97%
VCM
293
Versant Capital Management
Arizona
$5K -$132 -3 -3%
UOTTAIMCU
294
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K
NFSG
295
Newbridge Financial Services Group
Florida
$5K
EW
296
Evoke Wealth
California
$4K
CWP
297
Concord Wealth Partners
Virginia
$4K +$2.96K +60 +286%
AA
298
Ancora Advisors
Ohio
$4K +$4K +80 New
Jones Financial Companies
299
Jones Financial Companies
Missouri
$3K -$46.7K -918 -94%
ACM
300
AUA Capital Management
Pennsylvania
$3K -$273 -5 -8%