POR · Company research
Portland General Electric Company (POR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableUtilities
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 15549 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16900 | 875927 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5500 | 285065 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69843 | 3668867 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1694870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2920 | 1091292 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cypress Capital Management LLC (WY) | 1633896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4029 | 1505758 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 366413 | 136939530 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39417 | 2042983 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| One Capital Management, LLC | 1606588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 874 | 248020 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215 | 11143 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236 | 12296 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| RVW Wealth, LLC | 1756543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1225 | 457939 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Emprise Bank | 2018815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1482 | 553868 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49203 | 2550 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 635646 | 32945532 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CACTI ASSET MANAGEMENT LLC | 1452208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8187 | 3059728 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15318 | 5724490 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bahl & Gaynor LLC | 872259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190783 | 71301331 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81 | 30218 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BBR PARTNERS, LLC | 1352467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6391 | 2388508 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Park Square Financial Group, LLC | 2058285 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 5980 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Heritage Trust Co | 1706028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 570 | 213025 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3950280 | 1476338144 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CONGRESS ASSET MANAGEMENT CO | 897378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 163084 | 8452663 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MARTINGALE ASSET MANAGEMENT L P | 936944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142734 | 7397904 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STALEY CAPITAL ADVISERS INC | 1106565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2261 | 845155 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3603 | 1346549 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Defiance ETFs, LLC | 1732541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38506 | 1981519 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6611 | 342648 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Collaborative Fund Advisors, LLC | 2132074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1654 | 618149 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Glen Eagle Advisors, LLC | 2029317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5477 | 2046936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JOHN G ULLMAN & ASSOCIATES INC | 919530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202882 | 10515374 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pinnacle Holdings, LLC | 1411784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 317 | 118659 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Telligent Fund, LP | 1470723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 2616110 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SCHOLTZ & COMPANY, LLC | 1606134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21844 | 8163758 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 306 | 15860 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Fi3 FINANCIAL ADVISORS, LLC | 1862427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3505 | 1309776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Abacus Wealth Partners, LLC | 1978011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 659 | 246288 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11483 | 4291 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| SOMERVILLE KURT F | 1215208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 747 | 279176 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9806 | 508 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1479 | 552747 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1315339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5451 | 2037203 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| QUADRANT CAPITAL GROUP LLC | 1650717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10404 | 539239 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COHEN & STEERS, INC. | 1284812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 374 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52482 | 2720142 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEARBORN PARTNERS LLC | 1206792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1305 | 370320 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2200 | 822206 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CYBER HORNET ETFs LLC | 1818014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2844 | 1062888 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6896396 | 133058 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 924181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17629 | 6588486 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Traveka Wealth, LLC | 2009176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1655 | 618463 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132 | 49332 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CAHILL FINANCIAL ADVISORS INC | 1600327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1401 | 523666 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 2103310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110151 | 41166733 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WHI TRUST Co LLC | 2013902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225 | 84089 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PeakShares LLC | 2113507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3967 | 1482587000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| China Universal Asset Management Co., Ltd. | 1906594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4084 | 1526313 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 862469 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22700 | 1177 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NORRIS PERNE & FRENCH LLP/MI | 1092290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 661 | 247036 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 1252007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22121 | 8267311 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 395285 | 147729863 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2575661 | 962601606 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98 | 5079 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1130 | 422 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| A. D. Beadell Investment Counsel, Inc. | 1569102 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32745 | 1697 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Kepler Cheuvreux (Suisse) SA | 2096459 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5612 | 2097371 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1544 | 577040 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRAGMA GESTAO DE PATRIMONIO LTD | 1555512 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24350 | 9100326 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SWISS RE LTD | 1519921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1537 | 574423 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1127761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2513 | 939191 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OVERSEA-CHINESE BANKING Corp Ltd | 1291318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1178 | 440254 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Broderick Brian C | 1314376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1036 | 387184 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WULFF, HANSEN & CO. | 108634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9310 | 3479426 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 1918 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26441 | 9881795 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Advisor Network LLC | 2131047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 35131 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Plato Investment Management Ltd | 1984475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32722 | 12157845 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175 | 9167 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RPg Family Wealth Advisory, LLC | 1569884 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31157 | 11644305 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.