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Portland General Electric

463 hedge funds and large institutions have $5.31B invested in Portland General Electric in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 178 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $9.88M | Put options by funds: $2.41M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 136

12% more capital invested

Capital invested by funds: $4.73B → $5.31B (+$577M)

6% more funds holding

Funds holding: 438463 (+25)

0.2% more ownership

Funds ownership: 98.05%98.25% (+0.2%)

Holders
463
Holders Change
+25
Holders Change %
+5.71%
% of All Funds
5.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
82
Increased
178
Reduced
136
Closed
46
Calls
$9.88M
Puts
$2.41M
Net Calls
+$7.47M
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
426
Bogart Wealth LLC
Virginia
$3.6K
CFD
427
Creative Financial Designs
Indiana
$3.6K +$3.54K +75 New
SG
428
Sankala Group
Colorado
$3.29K +$2.88K +61 New
RWM
429
Rialto Wealth Management
New York
$3.12K
BHWM
430
Bay Harbor Wealth Management
Maryland
$2.62K
SN
431
Sittner & Nelson
Oregon
$2.53K
FFO
432
Fortitude Family Office
Arizona
$2.45K +$283 +6 +13%
JWA
433
JFS Wealth Advisors
Pennsylvania
$2.36K +$992 +21 +75%
FHC
434
First Horizon Corporation
Tennessee
$2.3K
RWPA
435
Richard W. Paul & Associates
Michigan
$2.3K
PWMG
436
Prestige Wealth Management Group
New Jersey
$2.09K
KFAS
437
Keating Financial Advisory Services
Kansas
$1.44K +$1.42K +30 New
TH
438
TCTC Holdings
Texas
$1.34K
SWM
439
Spire Wealth Management
Virginia
$1.34K +$94 +2 +8%
ADBIC
440
A.D. Beadell Investment Counsel
Wisconsin
$1.34K +$36.6K +775 +3%
PMAM
441
Picton Mahoney Asset Management
Ontario, Canada
$1.15K
WIM
442
Westside Investment Management
California
$1.06K +$1.04K +22 New
KFI
443
Key Financial Inc
Pennsylvania
$720
CMBA
444
C.M. Bidwell & Associates
Hawaii
$720 +$708 +15 New
TWD
445
True Wealth Design
Ohio
$672 -$47 -1 -7%
CA
446
CoreCap Advisors
Michigan
$672
DPW
447
DiNuzzo Private Wealth
Pennsylvania
$624
BFS
448
Bare Financial Services
Pennsylvania
$528
FC
449
Financial Consulate
Maryland
$480
EW
450
Elyxium Wealth
California
$480 +$472 +10 New