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Portland General Electric

504 hedge funds and large institutions have $6.27B invested in Portland General Electric in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 212 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $3.02M

147% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 36

68% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 126

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

18% more capital invested

Capital invested by funds: $5.31B → $6.27B (+$965M)

9% more funds holding

Funds holding: 463504 (+41)

4.46% more ownership

Funds ownership: 98.25%102.71% (+4.5%)

Holders
504
Holders Change
+41
Holders Change %
+8.86%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
89
Increased
212
Reduced
126
Closed
36
Calls
$9.28M
Puts
$3.02M
Net Calls
+$6.26M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$920M +$66.9M +1,302,303 +8%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$387M +$377M +7,335,657 New
ClearBridge Investments
3
ClearBridge Investments
New York
$316M +$69.5M +1,352,540 +29%
VCM
4
Vanguard Capital Management
Pennsylvania
$272M +$265M +5,153,597 New
State Street
5
State Street
Massachusetts
$248M -$4.17M -81,089 -2%
AQR Capital Management
6
AQR Capital Management
Connecticut
$226M +$39.9M +776,008 +22%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$208M -$7.69M -149,758 -4%
Two Sigma Investments
8
Two Sigma Investments
New York
$160M +$103M +1,996,162 +191%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$157M +$8.48M +165,011 +6%
HHAM
10
HITE Hedge Asset Management
Massachusetts
$142M +$1.86M +36,235 +1%
Invesco
11
Invesco
Georgia
$133M +$33M +641,506 +34%
Millennium Management
12
Millennium Management
New York
$96.8M +$2.43M +47,354 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$96.6M +$932K +18,146 +1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$93.7M -$60.8M -1,182,634 -40%
Morgan Stanley
15
Morgan Stanley
New York
$92.9M +$11.1M +215,504 +14%
Bank of America
16
Bank of America
North Carolina
$87.6M +$32.2M +626,223 +61%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$84.9M +$793K +15,428 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$84.7M +$50.5M +983,608 +158%
JP Morgan Chase
19
JP Morgan Chase
New York
$82.7M -$30.4M -592,535 -27%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$79.2M -$31.5K -614 -0%
Charles Schwab
21
Charles Schwab
California
$78.3M -$1.14M -22,127 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$74.7M +$2.52M +49,115 +4%
Northern Trust
23
Northern Trust
Illinois
$73.8M +$2.5M +48,707 +4%
Lazard Asset Management
24
Lazard Asset Management
New York
$73.4M +$19.7M +383,675 +38%
N
25
Nuveen
North Carolina
$61M +$13.9M +269,812 +30%