Portland General Electric Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 13.43 M | $643.15 M | 100.00% | 12.93% |
| VANGUARD GROUP INC | 11/13/2024 | 11.34 M | $543.21 M | 0.92% | 10.92% |
| STATE STREET CORP | 11/14/2024 | 4.12 M | $199.51 M | 1.64% | 3.97% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 3.32 M | $159.20 M | -1.80% | 3.20% |
| JPMORGAN CHASE & CO | 12/26/2024 | 3.24 M | $155.17 M | -5.38% | 3.12% |
| ATLAS INFRASTRUCTURE PARTNERS (UK) LTD. | 11/14/2024 | 3.15 M | $151.00 M | -3.14% | 3.04% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 3.10 M | $148.48 M | -31.36% | 2.99% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 2.75 M | $131.96 M | -2.25% | 2.65% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 2.69 M | $128.82 M | 0.02% | 2.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.44 M | $117.11 M | 1.05% | 2.35% |
| MORGAN STANLEY | 11/14/2024 | 2.13 M | $102.17 M | 39.37% | 2.05% |
| INVESCO LTD. | 11/12/2024 | 1.93 M | $92.38 M | 1.67% | 1.86% |
| ZIMMER PARTNERS, LP | 11/14/2024 | 1.84 M | $88.26 M | 106.95% | 1.77% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/13/2024 | 1.71 M | $81.84 M | 10.70% | 1.65% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 1.63 M | $77.91 M | -13.19% | 1.57% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.58 M | $75.87 M | 4.99% | 1.53% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.58 M | $75.56 M | -10.64% | 1.52% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/14/2024 | 1.39 M | $66.54 M | 19.58% | 1.34% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.28 M | $61.23 M | 331.54% | 1.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.28 M | $61.22 M | 1.09% | 1.23% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 11/06/2024 | 1.26 M | $60.35 M | 72.62% | 1.21% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 1.19 M | $57.11 M | 6.77% | 1.15% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 1.06 M | $50.90 M | 1.63% | 1.02% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.05 M | $50.44 M | -2.22% | 1.01% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 1.05 M | $50.26 M | -7.92% | 1.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 986,977 | $47.28 M | -28.42% | 0.95% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 970,322 | $46.51 M | -26.09% | 0.93% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 904,831 | $43.34 M | -1.12% | 0.87% |
| ANCHOR CAPITAL ADVISORS LLC | 10/31/2024 | 870,588 | $41.70 M | -2.71% | 0.84% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 831,350 | $39.83 M | -11.44% | 0.80% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 757,605 | $36.29 M | -29.73% | 0.73% |
| HITE HEDGE ASSET MANAGEMENT LLC | 11/14/2024 | 755,576 | $36.19 M | -49.12% | 0.73% |
| BROWN ADVISORY INC | 11/13/2024 | 726,032 | $34.78 M | 1.50% | 0.70% |
| NUANCE INVESTMENTS, LLC | 11/08/2024 | 694,282 | $33.26 M | -26.32% | 0.67% |
| EMPOWER ADVISORY GROUP, LLC | 11/05/2024 | 625,077 | $29.94 M | -8.87% | 0.60% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 620,363 | $29.72 M | -7.43% | 0.60% |
| FMR LLC | 11/13/2024 | 596,293 | $28.56 M | -19.62% | 0.57% |
| LEEWARD INVESTMENTS, LLC - MA | 10/31/2024 | 551,688 | $26.43 M | -0.36% | 0.53% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11/14/2024 | 537,862 | $25.76 M | 26.64% | 0.52% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 525,092 | $25.16 M | -0.14% | 0.51% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 469,826 | $22.50 M | 28.54% | 0.45% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 469,299 | $22.48 M | -0.56% | 0.45% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 457,190 | $21.90 M | 0.39% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 444,972 | $21.31 M | 6.85% | 0.43% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 428,481 | $20.52 M | 6.55% | 0.41% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 421,930 | $20.21 M | 120.02% | 0.41% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2024 | 410,304 | $19.65 M | -2.19% | 0.40% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 368,500 | $17.65 M | -1.39% | 0.35% |
| UBS GROUP AG | 11/14/2024 | 363,529 | $17.41 M | 155.49% | 0.35% |
| RHUMBLINE ADVISERS | 11/12/2024 | 352,018 | $16.86 M | -1.58% | 0.34% |
Portland General Electric Companyinstitutional Ownership - FAQ's
During the previous two years, 567 institutional investors and hedge funds held shares of Portland General Electric Company. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Planned Solutions, Inc.: 0
BlackRock Funding, Inc. /DE: 13.43 M
VANGUARD GROUP INC: 11.34 M
STATE STREET CORP: 4.12 M
101.10% of Portland General Electric Company stock is owned by institutional investors.
Institutional investors have bought a total of 129.48 M shares in the last 24 months. This purchase volume represents approximately $5.50 B in transactions.