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Portland General Electric
POR

Overview Fund Activity

419 hedge funds and large institutions have $4.37B invested in Portland General Electric in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 182 increasing their positions, 149 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-28
Holders Change %
-6.26%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
182
Reduced
149
Closed
60
Calls
$3.1M
Puts
$25.6M
Net Calls
-$22.5M
Net Calls Change
-$24M

Top Buyers

1
HHAM
HITE Hedge Asset Management
Massachusetts
$86.7M
2
AIP
Atlas Infrastructure Partners
United Kingdom
$222M
3
Millennium Management
Millennium Management
New York
$28.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.8M
5
CC
Covalis Capital
United Kingdom
$17.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$18.2M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Principal Financial Group
Principal Financial Group
Iowa
$32.7M
4
CCM
Channing Capital Management
Illinois
$44.1M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
401
Larson Financial Group
Missouri
$1.46K -$163 -4 -10%
AF
402
Advisornet Financial
Minnesota
$1.3K – – –
TH
403
TCTC Holdings
Texas
$1.14K – – –
RWM
404
Rialto Wealth Management
New York
$1.1K +$651 +16 +145%
KG
405
Kilter Group
New York
$1.06K +$1.06K +26 New
PMAM
406
Picton Mahoney Asset Management
Ontario, Canada
$1K -$1.08M -25,861 -100%
PWA
407
Physician Wealth Advisors
Utah
$976 +$976 +24 New
SWM
408
Spire Wealth Management
Virginia
$894 – – –
KFI
409
Key Financial Inc
Pennsylvania
$609 – – –
DPW
410
DiNuzzo Private Wealth
Pennsylvania
$569 +$41 +1 +8%
JWA
411
JFS Wealth Advisors
Pennsylvania
$447 -$1.83K -45 -80%
TPWA
412
Twin Peaks Wealth Advisors
California
$427 +$427 +10 New
NC
413
NewSquare Capital
Pennsylvania
$406 +$162 +4 +67%
PWA
414
Principia Wealth Advisory
Texas
$366 – – –
PWM
415
Parkworth Wealth Management
California
$366 +$244 +6 +200%
SIC
416
SJS Investment Consulting
Ohio
$285 -$163 -4 -36%
HIA
417
HFM Investment Advisors
New Jersey
$122 +$41 +1 +50%
TWD
418
True Wealth Design
Ohio
$41 – – –
VNIM
419
Vaughan Nelson Investment Management
Texas
– -$40.2M -900,561 Closed
FCM
420
Frontier Capital Management
Massachusetts
– -$14M -314,873 Closed
Wellington Management Group
421
Wellington Management Group
Massachusetts
– -$12.7M -285,181 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
422
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$8.47M -190,000 Closed
CF
423
Corebridge Financial
Texas
– -$7.63M -171,012 Closed
Marshall Wace
424
Marshall Wace
United Kingdom
– -$7.41M -166,080 Closed
VWM
425
Valley Wealth Managers
New Jersey
– -$3.8M -85,256 Closed
15 16
17
18 19