Portland General Electric Co /Or/

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
EVOLVE PRIVATE WEALTH, LLC	$208.7K	4,301	0.00%
SHELTON CAPITAL MANAGEMENT	$206.1K	3,906	0.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$203.6K	4,242	0.00%
Chris Bulman Inc	$200.4K	4,176	0.00%
Parcion Private Wealth LLC	$200.3K	4,173	0.00%
Global Retirement Partners, LLC	$200.0K	4,167	0.00%
Farther Finance Advisors, LLC	$192.5K	4,012	0.00%
Pinnacle Wealth Planning Services, Inc.	$186.4K	3,597	0.00%
Rockefeller Capital Management L.P.	$177.0K	3,682	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	$170.6K	3,553	0.00%
Neo Ivy Capital Management	$167.4K	3,489	0.00%
SIGNATUREFD, LLC	$165.6K	3,450	0.00%
CoreFirst Bank & Trust	$163.7K	3,411	0.00%
GAMMA Investing LLC	$157.1K	3,273	0.00%
MEEDER ASSET MANAGEMENT INC	$154.2K	3,213	0.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$143.3K	2,716	0.00%
Allworth Financial LP	$116.4K	2,426	0.00%
Blue Trust, Inc.	$113.3K	2,360	0.00%
City State Bank	$102.5K	2,135	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	$98.4K	1,865	0.00%
NOMURA ASSET MANAGEMENT CO LTD	$93.9K	1,780	0.00%
WHITTIER TRUST CO	$87.0K	1,636	0.00%
EASTERN BANK	$84.4K	1,600	0.00%
EverSource Wealth Advisors, LLC	$80.8K	1,684	0.00%
WHITTIER TRUST CO OF NEVADA INC	$72.7K	1,368	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	$72.0K	1,501,363	1.28%
Smartleaf Asset Management LLC	$70.6K	1,469	0.00%
AllSquare Wealth Management LLC	$64.7K	1,470	0.00%
MAI Capital Management	$61.8K	1,171	0.00%
Tompkins Financial Corp	$58.0K	1,100	0.00%
IFP Advisors, Inc	$56.3K	1,174	0.00%
Optiver Holding B.V.	$53.1K	1,106	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	$52.8K	1,100	0.00%
HUSSMAN STRATEGIC ADVISORS, INC.	$52.8K	1,000	0.00%
Aster Capital Management (DIFC) Ltd	$51.5K	1,073	0.00%
Ransom Advisory, Ltd	$51.2K	1,174	0.00%
ELEVATION POINT WEALTH PARTNERS, LLC	$50.5K	1,243	0.00%
NBC SECURITIES, INC.	$49.8K	1,038	0.00%
PRIVATE TRUST CO NA	$48.1K	912	0.00%
CGC Financial Services, LLC	$48.0K	1,000	0.00%
HM PAYSON & CO	$48.0K	1,000	0.00%
GW&K Investment Management, LLC	$43.5K	824,649	0.70%
LSV ASSET MANAGEMENT	$41.2K	781,447	0.66%
CIBC Private Wealth Group LLC	$39.6K	825	0.00%
WealthCollab, LLC	$39.0K	813	0.00%
FIFTH THIRD BANCORP	$38.7K	806	0.00%
ALGERT GLOBAL LLC	$34.5K	652,927	0.56%
SHP Wealth Management	$34.1K	710	0.00%
OLD REPUBLIC INTERNATIONAL CORP	$33.0K	687,500	0.58%
Root Financial Partners, LLC	$31.2K	651	0.00%