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Portland General Electric

425 hedge funds and large institutions have $5.32B invested in Portland General Electric in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 151

10% more capital invested

Capital invested by funds: $4.85B → $5.32B (+$468M)

0.26% less ownership

Funds ownership: 99.34%99.08% (-0.26%)

6% less funds holding

Funds holding: 450425 (-25)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

88% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $25.6M

Holders
425
Holders Change
-25
Holders Change %
-5.56%
% of All Funds
5.6%
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
185
Reduced
151
Closed
60
Calls
$3.1M
Puts
$25.6M
Net Calls
-$22.5M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$1.77K
PA
402
Pineridge Advisors
Missouri
$1.58K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$1.5K -$6.42K -153 -81%
BHWM
404
Bay Harbor Wealth Management
Maryland
$1.48K +$42 +1 +3%
CFB
405
Cullen/Frost Bankers
Texas
$1.47K -$503 -12 -25%
LFG
406
Larson Financial Group
Missouri
$1.46K -$168 -4 -10%
AF
407
Advisornet Financial
Minnesota
$1.3K
TH
408
TCTC Holdings
Texas
$1.14K
RWM
409
Rialto Wealth Management
New York
$1.1K +$671 +16 +145%
KG
410
Kilter Group
New York
$1.06K +$1.09K +26 New
PMAM
411
Picton Mahoney Asset Management
Ontario, Canada
$1K -$1.08M -25,861 -100%
PWA
412
Physician Wealth Advisors
Utah
$976 +$1.01K +24 New
SWM
413
Spire Wealth Management
Virginia
$894
EP
414
Essential Partners
California
$650 +$671 +16 New
KFI
415
Key Financial Inc
Pennsylvania
$609
DPW
416
DiNuzzo Private Wealth
Pennsylvania
$569 +$42 +1 +8%
JWA
417
JFS Wealth Advisors
Pennsylvania
$447 -$1.89K -45 -80%
TPWA
418
Twin Peaks Wealth Advisors
California
$427 +$420 +10 New
NC
419
NewSquare Capital
Pennsylvania
$406 +$168 +4 +67%
PWA
420
Principia Wealth Advisory
Texas
$366
PWM
421
Parkworth Wealth Management
California
$366 +$252 +6 +200%
SIC
422
SJS Investment Consulting
Ohio
$285 -$168 -4 -36%
HIA
423
HFM Investment Advisors
New Jersey
$122 +$42 +1 +50%
TWD
424
True Wealth Design
Ohio
$41
VNIM
425
Vaughan Nelson Investment Management
Texas
-$40.2M -900,561 Closed

POR Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q2 2025, worth a combined $5.32B — up 9.7% from $4.85B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of POR and 39 opened new positions — a net loss of 21 holders — while 151 trimmed existing stakes and 185 added.

The largest buyer was HITE Hedge Asset Management, adding an estimated $48.7M. The largest seller was Goldman Sachs, cutting an estimated $102M.

  • 425 institutional investors held Portland General Electric (POR) as of Q2 2025, down from 450 in Q1 2025.
  • Funds reported $5.32B of Portland General Electric stock for Q2 2025, up 9.7% quarter-over-quarter.
  • 39 funds opened new Portland General Electric positions in Q2 2025 and 60 closed out, a net change of -21 holders.
  • The largest Portland General Electric buyer in Q2 2025 was HITE Hedge Asset Management, an estimated $48.7M added.
  • The largest Portland General Electric seller in Q2 2025 was Goldman Sachs, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2025.