Latest Institutional Transactions on Portland General Electric CO (POR)
This table provides information on the latest institutional transactions involving Portland General Electric CO (POR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 10.71% |
$365 - $407
|
75
$3.71K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.5K+ 24.73% |
$183K - $204K
|
22.7K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
602New |
$24.4K - $27.2K
|
602
$29.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
291+ 25.26% |
$11.8K - $13.2K
|
1.44K
$71.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
105K+ 20.39% |
$4.26M - $4.75M
|
620K
$30.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55New |
$2.23K - $2.49K
|
55
$2.72K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88New |
$3.57K - $3.98K
|
88
$4.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.74K- 6.31% |
$70.6K - $78.7K
|
25.8K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
29New |
$1.18K - $1.31K
|
29
$1.43K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 6.17% |
$203 - $226
|
86
$4.25K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.12% |
$243 - $271
|
4.83K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$811 - $905
|
20
$989
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-411K- 31.35% |
$16.7M - $18.6M
|
901K
$44.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9New |
$365 - $407
|
9
$445
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 175.0% |
$284 - $317
|
11
$544
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
108New |
$4.7K - $5.29K
|
108
$5.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 5.39% |
$1.23M - $1.39M
|
497K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
645New |
$28.1K - $31.6K
|
645
$31.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
17.9K+ 42.68% |
$781K - $879K
|
60K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-10.3K- 0.97% |
$450K - $506K
|
1.05M
$52M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
5.55KNew |
$242K - $272K
|
5.55K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-336- 2.78% |
$14.6K - $16.5K
|
11.8K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14KNew |
$608K - $684K
|
14K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-78.1K- 82.05% |
$3.4M - $3.83M
|
17.1K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
464K+ 25.17% |
$20.2M - $22.7M
|
2.31M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$609 - $686
|
14
$692
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
12.3KNew |
$537K - $604K
|
12.3K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 0.51% |
$392 - $441
|
1.75K
$86.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.68K+ 38.44% |
$73.2K - $82.5K
|
6.06K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.71K- 2.74% |
$74.5K - $83.9K
|
60.7K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-1.06K- 0.45% |
$46K - $51.8K
|
233K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-720- 2.23% |
$31.3K - $35.3K
|
31.6K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
14+ 0.3% |
$609 - $686
|
4.75K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-763- 0.61% |
$33.2K - $37.4K
|
123K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-18K- 63.53% |
$784K - $882K
|
10.3K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
3.4KNew |
$148K - $166K
|
3.4K
$168K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
170+ 3.39% |
$7.4K - $8.33K
|
5.19K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
92KNew |
$4M - $4.51M
|
92K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$218 - $245
|
5
$247
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
18.6KNew |
$811K - $913K
|
18.6K
$921K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
300New |
$13.1K - $14.7K
|
300
$14.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
64New |
$2.79K - $3.14K
|
64
$3.16K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 2.44% |
$1.09K - $1.22K
|
1K
$49.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
38New |
$1.65K - $1.86K
|
38
$1.88K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
11New |
$479 - $539
|
11
$544
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
216New |
$9.4K - $10.6K
|
216
$10.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-56- 21.29% |
$2.44K - $2.74K
|
207
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18New |
$783 - $882
|
18
$890
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
45KNew |
$1.96M - $2.2M
|
45K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82.7K+ 260.58% |
$3.6M - $4.05M
|
114K
$5.66M
|
|