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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
HNB
326
Huntington National Bank
Ohio
$9.78K -$39.1K -800 -80%
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$9.68K
LC
328
Lindbrook Capital
California
$9.14K +$244 +5 +3%
AF
329
Advisornet Financial
Minnesota
$9K +$147 +3 +2%
BIA
330
Bell Investment Advisors
California
$8.85K +$1.37K +28 +18%
PAI
331
Pittenger & Anderson Inc
Nebraska
$8.56K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$8.26K +$6.45K +132 +357%
TPCW
333
TD Private Client Wealth
New York
$7.68K
GWS
334
Glassman Wealth Services
Virginia
$7.14K
QL
335
Quarry LP
New York
$6.99K -$2.05K -42 -23%
VCM
336
Versant Capital Management
Arizona
$6.84K +$977 +20 +17%
DAM
337
Delta Asset Management
Tennessee
$6.31K
UOTTAIMCU
338
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K
TWA
339
TCI Wealth Advisors
Arizona
$5.23K
NFSG
340
Newbridge Financial Services Group
Florida
$5.09K
FRA
341
Front Row Advisors
California
$5K
NIC
342
Northwest Investment Counselors
Oregon
$4.84K
PP
343
Pacifica Partners
Canada
$4.27K
IAIM
344
International Assets Investment Management
Florida
$4.25K +$4.25K +87 New
JWA
345
JFS Wealth Advisors
Pennsylvania
$3.77K -$196 -4 -5%
BWL
346
Bogart Wealth LLC
Virginia
$3.67K +$3.67K +75 New
CAL
347
Capital Advisors Ltd
Ohio
$3K +$1.76K +37 +142%
MCM
348
Manchester Capital Management
Vermont
$2.93K -$342 -7 -10%
BCMLT
349
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.93K
SN
350
Sittner & Nelson
Oregon
$2.45K