Institutional Ownership Portland General Electric CO (POR)
This table provides information about the institutional ownership of Portland General Electric CO (POR). We have compiled data on the 475 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $4.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
73
shares
|
$3,233
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
64
shares
|
$2,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
63
shares
|
$2,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$2,745
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
61
shares
|
$2,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,214
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
50
shares
|
$2,214
0.0% of portfolio
|
Q4 2022
Reduced 97.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
47
shares
|
$2,081
0.0% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
47
shares
|
$2,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
43
shares
|
$1,904
0.0% of portfolio
|
Q1 2023
Reduced 52.22%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
41
shares
|
$1,815
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
41
shares
|
$1,815
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
38
shares
|
$1,683
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
38
shares
|
$1,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
36
shares
|
$1,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
35
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
34
shares
|
$1,505
0.0% of portfolio
|
Q4 2024
Added 277.78%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
33
shares
|
$1,461
0.0% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32
shares
|
$1,417
0.0% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
28
shares
|
$1,240
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
22
shares
|
$974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
21
shares
|
$930
0.0% of portfolio
|
Q4 2023
Reduced 75.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
18
shares
|
$797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$664
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$664
0.0% of portfolio
|
Q2 2017
New holding
|