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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
BC
1
Broadwater Capital
Massachusetts
$947M +$38.8M +923,938 +3,963%
BlackRock
2
BlackRock
New York
$598M +$18.2M +434,796 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$511M +$4.01M +95,520 +0.8%
AIP
4
Atlas Infrastructure Partners
United Kingdom
$222M +$44.4M +1,058,623 +24%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$208M +$10.2M +244,139 +5%
State Street
6
State Street
Massachusetts
$187M +$4.52M +107,717 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$112M +$4.64M +110,567 +4%
Invesco
8
Invesco
Georgia
$99.5M +$7.02M +167,447 +7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$98.4M -$9.85M -234,865 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$95.7M -$9.01M -214,883 -8%
HHAM
11
HITE Hedge Asset Management
Massachusetts
$86.7M +$48.7M +1,160,771 +119%
AQR Capital Management
12
AQR Capital Management
Connecticut
$75M -$6.38M -152,100 -8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$70.2M -$563K -13,411 -0.8%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$64.8M +$17.9M +426,664 +36%
Morgan Stanley
15
Morgan Stanley
New York
$64.2M +$1.39M +33,232 +2%
Charles Schwab
16
Charles Schwab
California
$57.4M +$1.59M +37,796 +3%
Northern Trust
17
Northern Trust
Illinois
$57M -$1.99M -47,454 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$54.4M +$1.13M +26,914 +2%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$51.7M +$12.2M +290,273 +29%
First Trust Advisors
20
First Trust Advisors
Illinois
$51.5M -$1.86M -44,258 -3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$47.6M +$7.88M +187,825 +19%
CCM
22
Channing Capital Management
Illinois
$44.1M -$21.5M -512,733 -32%
Bank of America
23
Bank of America
North Carolina
$44M -$6.27M -149,450 -12%
Norges Bank
24
Norges Bank
Norway
$41.6M +$419K +9,989 +1%
Brown Advisory
25
Brown Advisory
Maryland
$40.5M -$3.76M -89,516 -8%

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.