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Portland General Electric

384 hedge funds and large institutions have $4.91B invested in Portland General Electric in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 141 increasing their positions, 131 reducing their positions, and 46 closing their positions.

Holders
384
Holders Change
-5
Holders Change %
-1.29%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
50
Increased
141
Reduced
131
Closed
46
Calls
$2.57M
Puts
$200K
Net Calls
+$2.37M
Net Calls Change
+$966K
Name Market Value Shares Shares
Change
Shares
Change %
BEI
301
Benjamin Edwards Inc
Missouri
$46K 946 +569 +151%
Nomura Asset Management
302
Nomura Asset Management
Japan
$43.5K 890
RI
303
Ridgewood Investments
New Jersey
$39.1K 800 +800 New
LWCFA
304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.5K 768
CIA
305
Cascade Investment Advisors
Oregon
$35.5K 727 +727 New
IFAM
306
Institutional & Family Asset Management
Colorado
$35.3K 722 +37 +5%
AF
307
Allworth Financial
California
$34K 695 +44 +7%
Cohen & Steers
308
Cohen & Steers
New York
$30K 608 -263,923 -100%
TF
309
Tompkins Financial
New York
$29.3K 600
SPIA
310
Steward Partners Investment Advisory
New York
$24.4K 500
HCP
311
Hexagon Capital Partners
Arkansas
$22.9K 468 +254 +119%
GRP
312
Global Retirement Partners
California
$22.1K 442 -392 -47%
TFP
313
Tilia Fiduciary Partners
North Carolina
$21.9K 448 +4 +0.9%
PTC
314
Private Trust Company
Ohio
$20.2K 414 +5 +1%
BC
315
Bartlett & Co
Ohio
$20K 400
BCWM
316
Bartlett & Co Wealth Management
Ohio
$19.7K 400
IAS
317
IMA Advisory Services
Colorado
$19.4K 393 -393 -50%
BAM
318
Belpointe Asset Management
Nevada
$16.6K 340 +196 +136%
ME
319
McIlrath & Eck
Washington
$14.7K 300 +2 +0.7%
ASN
320
Advisory Services Network
Georgia
$14.5K 296 +7 +2%
DFCM
321
Dark Forest Capital Management
Puerto Rico
$14.2K 290 +290 New
CFGS
322
Concourse Financial Group Securities
Alabama
$13.9K 281 +85 +43%
LF
323
Lee Financial
Texas
$11.5K 235
C
324
Covestor
United Kingdom
$11K 219 -3,641 -94%
RCM
325
Raleigh Capital Management
North Carolina
$10.6K 216 +88 +69%