POR Institutional Ownership
Portland General Electric Company
1W: +1.4%
1M: -5.8%
3M: -13.8%
YTD: -9.0%
1Y: -3.7%
3Y: +19.4%
5Y: +9.2%
$44.65
+0.53 (+1.20%)
After Hours: $45.47 (+0.82, +1.84%)
Weekly Expected Move ±3.7%
$41
$43
$45
$46
$48
Credit Risk of going bust: lower than 74% of companies Debt: 50.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.63 (down 96%), Portland General Electric Company would be worth roughly what it owes.
Total debt $5.21B against a stock market value of $5.19B.
Distance to default 8.40 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.49B (short-term plus half of long-term), stock volatility 19.9%; Altman Z'' 1.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.63 (down 96%), Portland General Electric Company would be worth roughly what it owes.
Total debt $5.21B against a stock market value of $5.19B.
Distance to default 8.40 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.49B (short-term plus half of long-term), stock volatility 19.9%; Altman Z'' 1.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — POR
559
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
58
New Positions
213
Increased
202
Reduced
50
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (595 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18,719,655 | $826M | +1,292,219 | +7.4% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,298,588 | $322M | -37,069 | -0.5% | 2Q | SEC ↗ |
| 3 | Clearbridge Investments, LLC | 6,363,146 | $281M | +367,472 | +6.1% | 23Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5,237,016 | $231M | +83,419 | +1.6% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 5,019,860 | $221M | +372,165 | +8.0% | 46Q | SEC ↗ |
| 6 | AQR CAPITAL MANAGEMENT LLC | 4,756,376 | $210M | +428,637 | +9.9% | 79Q | SEC ↗ |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 3,841,325 | $169M | -93,520 | -2.4% | 34Q | SEC ↗ |
| 8 | TWO SIGMA INVESTMENTS, LP | 3,275,901 | $145M | +234,982 | +7.7% | 14Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3,243,925 | $143M | +273,118 | +9.2% | 81Q | SEC ↗ |
| 10 | Invesco Ltd. | 3,217,843 | $142M | +691,073 | +27.4% | 78Q | SEC ↗ |
| 11 | NORGES BANK NEW | 2,468,502 | $109M | — | +0.0% | 1Q | SEC ↗ |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 2,329,723 | $103M | +553,570 | +31.2% | 59Q | SEC ↗ |
| 13 | HITE Hedge Asset Management LLC | 2,133,988 | $94M | -557,008 | -20.7% | 23Q | SEC ↗ |
| 14 | MILLENNIUM MANAGEMENT LLC | 1,982,858 | $87M | +147,603 | +8.0% | 12Q | SEC ↗ |
| 15 | MORGAN STANLEY | 1,904,185 | $84M | +144,038 | +8.2% | 60Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1,861,953 | $82M | +30,811 | +1.7% | 77Q | SEC ↗ |
| 17 | NEUBERGER BERMAN GROUP LLC | 1,828,102 | $81M | +218,946 | +13.6% | 38Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 1,708,684 | $75M | +48,238 | +2.9% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 1,504,865 | $66M | — | +0.0% | 1Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,504,865 | $66M | +20,722 | +1.4% | 15Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 1,495,720 | $66M | +97,502 | +7.0% | 81Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 1,360,525 | $60M | -54,662 | -3.9% | 76Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 1,344,853 | $59M | -226,519 | -14.4% | 81Q | SEC ↗ |
| 24 | Thrivent Financial for Lutherans | 1,297,626 | $57M | -203,123 | -13.5% | 25Q | SEC ↗ |
| 25 | Nuveen, LLC | 1,202,996 | $53M | +47,467 | +4.1% | 6Q | SEC ↗ |
| 26 | VICTORY CAPITAL MANAGEMENT INC | 1,172,453 | $52M | +98,258 | +9.1% | 28Q | SEC ↗ |
| 27 | FMR LLC | 1,047,258 | $46M | +240 | +0.0% | 81Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 992,751 | $44M | -52,263 | -5.0% | 62Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 878,569 | $39M | -157,437 | -15.2% | 15Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC | 830,218 | $37M | +13,532 | +1.7% | 16Q | SEC ↗ |
| 31 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 823,934 | $36M | +325,119 | +65.2% | 2Q | SEC ↗ |
| 32 | GW&K Investment Management, LLC | 775,988 | $34M | -48,661 | -5.9% | 43Q | SEC ↗ |
| 33 | Squarepoint Ops LLC | 773,692 | $34M | +381,365 | +97.2% | 2Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 768,448 | $34M | +35,714 | +4.9% | 2Q | SEC ↗ |
| 35 | LSV ASSET MANAGEMENT | 758,400 | $33M | -23,047 | -2.9% | 7Q | SEC ↗ |
| 36 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 711,771 | $31M | +82,432 | +13.1% | 39Q | SEC ↗ |
| 37 | PANAGORA ASSET MANAGEMENT INC | 700,716 | $31M | +264,525 | +60.6% | 15Q | SEC ↗ |
| 38 | OLD REPUBLIC INTERNATIONAL CORP | 700,600 | $31M | — | +0.0% | 7Q | SEC ↗ |
| 39 | Allianz Asset Management GmbH | 685,133 | $30M | +664,511 | +3222.3% | 57Q | SEC ↗ |
| 40 | ProShare Advisors LLC | 672,378 | $30M | +27,415 | +4.3% | 54Q | SEC ↗ |
| 41 | Balyasny Asset Management L.P. | 656,295 | $29M | +509,486 | +347.0% | 7Q | SEC ↗ |
| 42 | ALGERT GLOBAL LLC | 637,692 | $28M | -15,235 | -2.3% | 20Q | SEC ↗ |
| 43 | MACKENZIE FINANCIAL CORP | 635,646 | $28M | +480,448 | +309.6% | 21Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 635,095 | $28M | +40,458 | +6.8% | 20Q | SEC ↗ |
| 45 | JUPITER ASSET MANAGEMENT LTD | 625,627 | $28M | +607,754 | +3400.4% | 2Q | SEC ↗ |
| 46 | BARCLAYS PLC | 614,986 | $27M | +434,002 | +239.8% | 67Q | SEC ↗ |
| 47 | BROWN ADVISORY INC | 612,168 | $27M | +8,876 | +1.5% | 25Q | SEC ↗ |
| 48 | Legal & General Group Plc | 552,205 | $24M | +3,469 | +0.6% | 27Q | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 520,347 | $23M | +417,440 | +405.6% | 2Q | SEC ↗ |
| 50 | SOROS FUND MANAGEMENT LLC | 500,000 | $22M | -6,328 | -1.2% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 2,468,502 | $109M |
| Sixth Street Partners Management Co | 1,504,865 | $66M |
| Freestone Grove Partners LP | 189,023 | $8M |
| New Age Alpha Advisors, LLC | 56,281 | $2M |
| Graham Capital Management, L.P. | 53,695 | $2M |
| DARK FOREST CAPITAL MANAGEMENT LP | 52,482 | $2M |
| Jupiter Topco LLC | 49,897 | $2M |
| Aventail Capital Group, LP | 48,468 | $2M |
| 1834 INVESTMENT ADVISORS CO | 44,581 | $2M |
| TRUST CO OF VERMONT | 39,717 | $2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 28,598 | $1M |
| Ilex Capital Partners (UK) LLP | 25,971 | $1M |
| Sciencast Management LP | 25,600 | $1M |
| DRW Securities, LLC | 24,885 | $1M |
| Jain Global LLC | 18,624 | $822K |
| Neo Ivy Capital Management | 18,013 | $795K |
| Mitsubishi UFJ Trust & Banking Corp | 15,985 | $705K |
| Odyssean, LLC | 14,735 | $650K |
| Ethic Inc. | 12,727 | $562K |
| Burns Matteson Capital Management, | 11,812 | $521K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ATLAS Infrastructure Partners (UK) | 1,938,334 | $86M |
| Redwood Grove Capital, LLC | 316,321 | $14M |
| D. E. Shaw & Co., Inc. | 222,093 | $10M |
| TUDOR INVESTMENT CORP ET AL | 187,294 | $8M |
| Yaupon Capital Management LP | 175,000 | $8M |
| Verition Fund Management LLC | 159,100 | $7M |
| Trexquant Investment LP | 155,973 | $7M |
| SEVEN GRAND MANAGERS, LLC | 100,000 | $4M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 95,936 | $4M |
| Castellan Group | 94,433 | $4M |
| PICTON MAHONEY ASSET MANAGEMENT | 64,499 | $3M |
| Aquatic Capital Management LLC | 62,071 | $3M |
| Covalis Capital LLP | 50,000 | $2M |
| BW Gestao de Investimentos Ltda. | 48,188 | $2M |
| NFJ INVESTMENT GROUP, LLC | 43,680 | $2M |
| Elo Mutual Pension Insurance Co | 37,275 | $2M |
| Jackson Creek Investment Advisors L | 36,839 | $2M |
| AXQ CAPITAL, LP | 25,792 | $1M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 18,937 | $836K |
| Greenland Capital Management LP | 15,100 | $666K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,292,219 | +7.4% | 18,719,655 |
| Invesco Ltd. | +691,073 | +27.4% | 3,217,843 |
| Allianz Asset Management GmbH | +664,511 | +3222.3% | 685,133 |
| JUPITER ASSET MANAGEMENT LTD | +607,754 | +3400.4% | 625,627 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +553,570 | +31.2% | 2,329,723 |
| Balyasny Asset Management L.P. | +509,486 | +347.0% | 656,295 |
| MACKENZIE FINANCIAL CORP | +480,448 | +309.6% | 635,646 |
| BARCLAYS PLC | +434,002 | +239.8% | 614,986 |
| AQR CAPITAL MANAGEMENT LLC | +428,637 | +9.9% | 4,756,376 |
| Qube Research & Technologies Ltd | +417,440 | +405.6% | 520,347 |
| Squarepoint Ops LLC | +381,365 | +97.2% | 773,692 |
| STATE STREET CORP | +372,165 | +8.0% | 5,019,860 |
| Clearbridge Investments, LLC | +367,472 | +6.1% | 6,363,146 |
| Bridgewater Associates, LP | +346,047 | +300.8% | 461,107 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +325,119 | +65.2% | 823,934 |
| GEODE CAPITAL MANAGEMENT, LLC | +273,118 | +9.2% | 3,243,925 |
| PANAGORA ASSET MANAGEMENT INC | +264,525 | +60.6% | 700,716 |
| RENAISSANCE TECHNOLOGIES LLC | +254,700 | +630.4% | 295,100 |
| TWO SIGMA INVESTMENTS, LP | +234,982 | +7.7% | 3,275,901 |
| NEUBERGER BERMAN GROUP LLC | +218,946 | +13.6% | 1,828,102 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -1,425,653 | -88.8% | 179,983 |
| LAZARD ASSET MANAGEMENT LLC | -1,238,506 | -89.0% | 152,826 |
| UBS Group AG | -680,090 | -69.8% | 293,855 |
| HITE Hedge Asset Management LLC | -557,008 | -20.7% | 2,133,988 |
| NORDEA INVESTMENT MANAGEMENT AB | -521,478 | -56.0% | 410,042 |
| Point72 Asset Management, L.P. | -269,425 | -77.2% | 79,609 |
| HRT FINANCIAL LP | -265,250 | -79.5% | 68,287 |
| JPMORGAN CHASE & CO | -226,519 | -14.4% | 1,344,853 |
| BNP PARIBAS FINANCIAL MARKETS | -223,986 | -71.9% | 87,692 |
| Brookstone Capital Management | -217,452 | -96.2% | 8,705 |
| Man Group plc | -208,344 | -89.6% | 24,222 |
| Thrivent Financial for Lutherans | -203,123 | -13.5% | 1,297,626 |
| GOLDMAN SACHS GROUP INC | -157,437 | -15.2% | 878,569 |
| PRUDENTIAL FINANCIAL INC | -147,135 | -47.5% | 162,539 |
| Edgestream Partners, L.P. | -146,852 | -54.6% | 122,295 |
| HSBC HOLDINGS PLC | -114,660 | -44.9% | 140,974 |
| ROYAL BANK OF CANADA | -97,192 | -44.2% | 122,526 |
| FULLER & THALER ASSET MANAGEMENT, I | -93,520 | -2.4% | 3,841,325 |
| SummitTX Capital, L.P. | -92,107 | -67.5% | 44,281 |
| AMERICAN CENTURY COMPANIES INC | -91,863 | -56.1% | 72,017 |