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Portland General Electric

504 hedge funds and large institutions have $6.27B invested in Portland General Electric in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 212 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $3.02M

147% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 36

68% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 126

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

18% more capital invested

Capital invested by funds: $5.31B → $6.27B (+$965M)

9% more funds holding

Funds holding: 463504 (+41)

4.46% more ownership

Funds ownership: 98.25%102.71% (+4.5%)

Holders
504
Holders Change
+41
Holders Change %
+8.86%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
89
Increased
212
Reduced
126
Closed
36
Calls
$9.28M
Puts
$3.02M
Net Calls
+$6.26M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
351
Integrated Wealth Concepts
Massachusetts
$241K +$235K +4,570 New
CFP
352
Catalyst Financial Partners
Massachusetts
$236K +$229K +4,466 New
PPW
353
Parcion Private Wealth
Washington
$233K +$12.4K +242 +6%
DCM
354
DGS Capital Management
New Jersey
$232K +$226K +4,398 New
FPAS
355
Focus Partners Advisor Solutions
Missouri
$229K +$223K +4,335 New
MAS
356
Meeder Advisory Services
Ohio
$228K -$6.63K -129 -3%
LWL
357
Leo Wealth LLC
Texas
$228K +$222K +4,315 New
MMA
358
Miracle Mile Advisors
California
$226K -$37.1K -723 -14%
LNWTC
359
Laird Norton Wetherby Trust Company
Washington
$226K +$218K +4,234 New
Bessemer Group
360
Bessemer Group
New Jersey
$225K -$27.8K -541 -11%
VDC
361
Van Diest Capital
Iowa
$225K +$219K +4,260 New
SIA
362
Strategic Investment Advisors
Michigan
$224K +$218K +4,246 New
CIS
363
Custom Index Systems
New York
$220K +$214K +4,160 New
GI
364
GAMMA Investing
California
$217K +$43.1K +838 +26%
PA
365
Profund Advisors
Maryland
$215K -$21.1K -411 -9%
SMA
366
Seven Mile Advisory
New Jersey
$214K +$209K +4,063 New
ECM
367
Everence Capital Management
Indiana
$211K +$205K +3,996 New
S
368
SignatureFD
Georgia
$211K +$27.8K +541 +16%
SCM
369
Shelton Capital Management
Colorado
$206K +$201K +3,906 New
LAM
370
Longboard Asset Management
Arizona
$206K +$201K +3,904 New
CB
371
Chris Bulman
California
$204K -$16.2K -315 -8%
PWPS
372
Pinnacle Wealth Planning Services
Ohio
$197K +$149K +2,907 +356%
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$196K +$1.64K +32 +0.9%
CBT
374
CoreFirst Bank & Trust
Kansas
$180K
KBC Group
375
KBC Group
Belgium
$173K