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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
KCM
276
Kennedy Capital Management
Missouri
$307K
OWA
277
Outlook Wealth Advisors
Texas
$306K
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$302K
SC
279
Sagefield Capital
Texas
$299K
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$298K
CGH
281
Crossmark Global Holdings
Texas
$291K
IF
282
Intrua Financial
Texas
$291K
VA
283
Vident Advisory
Georgia
$283K
Los Angeles Capital Management
284
Los Angeles Capital Management
California
$273K
OAM
285
Oxford Asset Management
United Kingdom
$271K
COI
286
Connable Office Inc
Michigan
$267K
William Blair & Company
287
William Blair & Company
Illinois
$260K
SRL
288
Scientech Research LLC
New Jersey
$259K
CCM
289
Coldstream Capital Management
Washington
$253K
C
290
Covestor
United Kingdom
$243K
D.E. Shaw & Co
291
D.E. Shaw & Co
New York
$240K
MFG
292
Menard Financial Group
Texas
$238K
SPIA
293
Steward Partners Investment Advisory
New York
$237K
JWM
294
Jeppson Wealth Management
California
$232K
JBA
295
Johnson Bixby & Associates
Washington
$222K
Jones Financial Companies
296
Jones Financial Companies
Missouri
$221K
PCS
297
Personal CFO Solutions
New Jersey
$220K
WIA
298
Wetzel Investment Advisors
Indiana
$206K
BP
299
Ballentine Partners
Massachusetts
$205K
VFM
300
Viking Fund Management
North Dakota
$163K