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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
BlackRock
1
BlackRock
New York
$774M +$43.1M +912,130 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$625M +$24.3M +513,517 +4%
State Street
3
State Street
Massachusetts
$229M +$7.37M +156,164 +3%
ClearBridge Investments
4
ClearBridge Investments
New York
$223M +$204M +4,321,305 +1,343%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$196M -$47.8M -1,012,577 -20%
AQR Capital Management
6
AQR Capital Management
Connecticut
$170M +$49.8M +1,054,450 +42%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$142M -$1.28M -27,154 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$135M +$3.46M +73,185 +3%
HHAM
9
HITE Hedge Asset Management
Massachusetts
$127M +$27.2M +576,275 +28%
JP Morgan Chase
10
JP Morgan Chase
New York
$104M -$5.84M -123,758 -5%
AIP
11
Atlas Infrastructure Partners
United Kingdom
$93M -$115M -2,444,158 -56%
Invesco
12
Invesco
Georgia
$90.5M -$32.3M -683,818 -27%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$87M +$1.84M +38,972 +2%
Millennium Management
14
Millennium Management
New York
$85.8M +$19M +402,124 +29%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$76.5M -$120K -2,533 -0.2%
Morgan Stanley
16
Morgan Stanley
New York
$74.1M +$2.18M +46,154 +3%
Charles Schwab
17
Charles Schwab
California
$72.3M +$3.12M +66,077 +5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$72M +$210K +4,444 +0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$65.6M +$3.32M +70,343 +5%
Northern Trust
20
Northern Trust
Illinois
$64.8M -$2.53M -53,572 -4%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$60.1M -$17.1M -362,103 -23%
Norges Bank
22
Norges Bank
Norway
$56.5M +$55.6M +1,177,263 New
First Trust Advisors
23
First Trust Advisors
Illinois
$53.7M -$7.32M -155,088 -12%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$51.7M +$6.24M +132,062 +14%
Two Sigma Investments
25
Two Sigma Investments
New York
$50.1M +$25.2M +532,867 +104%