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Portland General Electric
POR

Overview Fund Activity

445 hedge funds and large institutions have $4.68B invested in Portland General Electric in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+12
Holders Change %
+2.77%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
68
Increased
180
Reduced
139
Closed
50
Calls
$2.66M
Puts
$2.58M
Net Calls
+$84K
Net Calls Change
+$3.53M

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$32.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$173M
3
Vanguard Group
Vanguard Group
Pennsylvania
$520M
4
ORIO
Old Republic International (ORI)
Illinois
$22.5M
5
ZP
Zimmer Partners
New York
$101M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$48.3M
2
AIP
Atlas Infrastructure Partners
United Kingdom
$72.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$12.8M
4
Goldman Sachs
Goldman Sachs
New York
$110M
5
Millennium Management
Millennium Management
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
UOTTAIMCU
401
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.15K – – –
RFG
402
REAP Financial Group
Texas
$5.12K +$394 +9 +8%
CWM
403
Copia Wealth Management
Oregon
$4.71K +$4.71K +108 New
RIL
404
Rothschild Investment LLC
Illinois
$4.58K +$654 +15 +17%
BWL
405
Bogart Wealth LLC
Virginia
$3.66K +$393 +9 +12%
CA
406
Continuum Advisory
Idaho
$3.53K +$960 +22 +37%
FWM
407
FSA Wealth Management
Massachusetts
$3.4K – – –
CA
408
Centerpoint Advisors
Massachusetts
$3K – – –
AT
409
Avalon Trust
New Mexico
$2.79K +$2.79K +64 New
WSFS
410
Wilmington Savings Fund Society
Delaware
$2.75K – – –
KIM
411
Kestra Investment Management
Texas
$2.65K +$2.65K +61 New
SN
412
Sittner & Nelson
Oregon
$2.18K – – –
JWA
413
JFS Wealth Advisors
Pennsylvania
$2.05K – – –
PSFG
414
Park Square Financial Group
Georgia
$2.05K +$2.05K +47 New
PWMG
415
Prestige Wealth Management Group
New Jersey
$1.9K – – –
RWPA
416
Richard W. Paul & Associates
Michigan
$1.79K – – –
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$1.79K – – –
PA
418
Pineridge Advisors
Missouri
$1.67K -$307 -7 -16%
SIM
419
Synergy Investment Management
Florida
$1.66K +$1.66K +38 New
NC
420
NewSquare Capital
Pennsylvania
$1.57K +$1.57K +36 New
PWA
421
Physician Wealth Advisors
Utah
$1.53K +$1.53K +35 New
IA
422
IFP Advisors
Florida
$1.48K +$1.09K +25 +278%
BHWM
423
Bay Harbor Wealth Management
Maryland
$1.46K – – –
AF
424
Advisornet Financial
Minnesota
$1.4K -$785 -18 -36%
TH
425
TCTC Holdings
Texas
$1.22K – – –
15 16
17
18 19