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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 %
PFP
351
Pinnacle Financial Partners
Tennessee
$2.4K 49
PWMG
352
Prestige Wealth Management Group
New Jersey
$2.12K 43 -47 -52%
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$2K 41
MIA
354
Milestone Investment Advisors
Wisconsin
$1.71K 35 +35 New
UFF
355
USA Financial Formulas
Michigan
$1.71K 35 +35 New
Commonwealth Equity Services
356
Commonwealth Equity Services
Massachusetts
$1.62K 33,138 -508 -2%
GBT
357
Grove Bank & Trust
Florida
$1.61K 33 +33 New
RFG
358
RFP Financial Group
Georgia
$1.56K 32
SWM
359
Spire Wealth Management
Virginia
$1.42K 29 -20 -41%
PFBT
360
Parkside Financial Bank & Trust
Missouri
$1.22K 25
CAM
361
ClariVest Asset Management
California
$1K 17
AAS
362
Ameritas Advisory Services
Nebraska
$953 20 +20 New
FFA
363
Farther Finance Advisors
California
$929 19
SC
364
Schubert & Co
Texas
$929 19 +5 +36%
AWM
365
Avior Wealth Management
Nebraska
$831 17 +17 New
MRCM
366
M&R Capital Management
New Jersey
$733 15
SIC
367
SJS Investment Consulting
Ohio
$685 14
WP
368
WealthPLAN Partners
Nebraska
$684 14 +14 New
BAAM
369
Baker Avenue Asset Management
California
$684 14 +14 New
SCA
370
Stonebridge Capital Advisors
Minnesota
$636 13
DWA
371
Delos Wealth Advisors
Texas
$587 12
HI
372
Harbour Investments
Wisconsin
$587 12
GFWA
373
Grey Fox Wealth Advisors
Delaware
$543 11
DI
374
Disciplined Investments
Oklahoma
$538 11 -1 -8%
RA
375
Rise Advisors
New York
$391 8 +8 New