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Portland General Electric
POR

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
CCM
2
Channing Capital Management
Illinois
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$196M
4
BlackRock
4
BlackRock
New York
$616M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$23.4M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$77.5M
3
MHI
3
Miller Howard Investments
New York
$7.69M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.76M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
351
FSA Wealth Management
Massachusetts
$3K 78 +78 New
MCM
352
Manchester Capital Management
Vermont
$2.69K 62 -2 -3%
AAP
353
Arax Advisory Partners
Colorado
$2.69K 62 +62 New
PS
354
Planned Solutions
California
$2.59K 60 +60 New
BCMLT
355
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43K 60 – –
JWA
356
JFS Wealth Advisors
Pennsylvania
$2.38K 55 +36 +189%
SN
357
Sittner & Nelson
Oregon
$2.17K 50 – –
HI
358
Harbour Investments
Wisconsin
$2.04K 47 +47 New
PA
359
Pineridge Advisors
Missouri
$1.91K 44 +44 New
PWMG
360
Prestige Wealth Management Group
New Jersey
$1.89K 43 – –
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$1.78K 41 – –
RWPA
362
Richard W. Paul & Associates
Michigan
$1.78K 41 +41 New
BHWM
363
Bay Harbor Wealth Management
Maryland
$1.49K 34 +34 New
FFA
364
Farther Finance Advisors
California
$1.49K 34 +12 +55%
RFG
365
RFP Financial Group
Georgia
$1.39K 32 – –
TH
366
TCTC Holdings
Texas
$1.21K 28 +28 New
AT
367
Arlington Trust
Alabama
$1.17K 27 +27 New
CPG
368
Cornerstone Planning Group
New Jersey
$1.08K 25 – –
CAL
369
Capital Advisors Ltd
Ohio
$1K 21 -64 -75%
TAM
370
Tucker Asset Management
Colorado
$910 21 – –
SIC
371
SJS Investment Consulting
Ohio
$824 19 +3 +19%
AF
372
Advisornet Financial
Minnesota
$823 19 +7 +58%
PWA
373
Provenance Wealth Advisors
Florida
$780 18 -1 -5%
AWM
374
Avior Wealth Management
Nebraska
$736 17 – –
MRCM
375
M&R Capital Management
New Jersey
$650 15 – –
13 14
15
16 17