POR icon

Portland General Electric

423 hedge funds and large institutions have $4.38B invested in Portland General Electric in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 182 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $4.81B → $4.38B (-$430M)

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
423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.1M
Puts
$25.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Pineridge Advisors
Missouri
$1.58K
PFBT
402
Parkside Financial Bank & Trust
Missouri
$1.5K
BHWM
403
Bay Harbor Wealth Management
Maryland
$1.48K
CFB
404
Cullen/Frost Bankers
Texas
$1.47K
LFG
405
Larson Financial Group
Missouri
$1.46K
AF
406
Advisornet Financial
Minnesota
$1.3K
TH
407
TCTC Holdings
Texas
$1.14K
RWM
408
Rialto Wealth Management
New York
$1.1K
KG
409
Kilter Group
New York
$1.06K
PMAM
410
Picton Mahoney Asset Management
Ontario, Canada
$1K
PWA
411
Physician Wealth Advisors
Utah
$976
SWM
412
Spire Wealth Management
Virginia
$894
KFI
413
Key Financial Inc
Pennsylvania
$609
DPW
414
DiNuzzo Private Wealth
Pennsylvania
$569
JWA
415
JFS Wealth Advisors
Pennsylvania
$447
TPWA
416
Twin Peaks Wealth Advisors
California
$427
NC
417
NewSquare Capital
Pennsylvania
$406
PWA
418
Principia Wealth Advisory
Texas
$366
PWM
419
Parkworth Wealth Management
California
$366
SIC
420
SJS Investment Consulting
Ohio
$285
HIA
421
HFM Investment Advisors
New Jersey
$122
TWD
422
True Wealth Design
Ohio
$41
VNIM
423
Vaughan Nelson Investment Management
Texas
FCM
424
Frontier Capital Management
Massachusetts
Wellington Management Group
425
Wellington Management Group
Massachusetts