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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 %
HPC
301
HM Payson & Co
Maine
$43.3K
CFS
302
CGC Financial Services
Oregon
$43.3K
HSA
303
Hussman Strategic Advisors
Maryland
$43.3K
AF
304
Allworth Financial
California
$43K +$6.02K +139 +16%
Nomura Asset Management
305
Nomura Asset Management
Japan
$38.6K
MSWM
306
McGlone Suttner Wealth Management
Wisconsin
$38.3K +$38.3K +884 New
GI
307
GAMMA Investing
California
$37.6K +$37.6K +918 New
CPG
308
Custom Portfolio Group
Colorado
$34.6K +$34.6K +789 New
AWM
309
AllSquare Wealth Management
New York
$32.6K +$32.6K +753 New
BWM
310
BKM Wealth Management
Wisconsin
$32.5K +$32.5K +751 New
BBHC
311
Brown Brothers Harriman & Co
New York
$32.5K
Cohen & Steers
312
Cohen & Steers
New York
$31K +$4.93K +115 +19%
CT
313
Colonial Trust
South Carolina
$27.5K -$30.7K -709 -53%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$27.5K +$17.7K +409 +182%
TF
315
Tompkins Financial
New York
$26K
JFGIW
316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K +$24.5K +560 New
HNB
317
Huntington National Bank
Ohio
$23.7K +$15K +346 +173%
RCM
318
Raleigh Capital Management
North Carolina
$23.6K +$6.89K +159 +41%
GRP
319
Global Retirement Partners
California
$22.3K +$3.11K +76 +16%
BTI
320
Blue Trust Inc
Georgia
$21K +$11.5K +282 +122%
PTC
321
Private Trust Company
Ohio
$20.1K +$2.99K +69 +17%
SAM
322
Smartleaf Asset Management
Massachusetts
$19.8K +$19.8K +457 New
BC
323
Bartlett & Co
Ohio
$18K
SS
324
Sunbelt Securities
Texas
$17.6K
BCWM
325
Bartlett & Co Wealth Management
Ohio
$17.6K