undamentalytics Newsletter

Portland General Electric Co: which funds bought and sold

Institutions that bought and sold Portland General Electric shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 260 institutions that filed 13F reports for both quarters added to or opened positions in Portland General Electric, and 201 cut or closed them. Together they added a net 2.3M shares, +1.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.3M shares (+3.8%); index fund managers were net buyers of 2.2M shares (+5.2%). 46 opened a new position and 50 sold out entirely.

Bought, Q2 2026 260 institutions, 46 of them new holders Sold, Q2 2026 201 institutions, 50 of them sold out
Net change, all compared +2.3M shares (+1.9%)
Net change, active managers +1.3M shares (+3.8%), 33 bought, 30 sold

Buyers versus sellers

institutions compared, 544
Active managers and hedge funds 33 bought · 30 sold · +1.3M
Index fund managers 9 bought · 2 sold · +2.2M
Other institutions 218 bought · 169 sold · −1.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +1.3M +7.4% 18.7M $970M
Invesco Ltd. +691K +27.4% 3.2M $167M
Jupiter Asset Management Ltd Active manager +608K +3400.4% 626K $32.4M
Massachusetts Financial Services Co Active manager +554K +31.2% 2.3M $121M
Balyasny Asset Management L.P. Hedge fund +509K +347.0% 656K $34M
Mackenzie Financial Corp +480K +309.6% 636K $32.9M
Barclays PLC +434K +239.8% 615K $31.9M
AQR Capital Management LLC Hedge fund +429K +9.9% 4.8M $246M
Qube Research & Technologies Ltd Hedge fund +417K +405.6% 520K $27M
Squarepoint Ops LLC Hedge fund +381K +97.2% 774K $40.1M
State Street Corp Index funds +372K +8.0% 5.0M $263M
Clearbridge Investments, LLC Active manager +367K +6.1% 6.4M $330M
Bridgewater Associates, LP Hedge fund +346K +300.8% 461K $23.9M
Healthcare Of Ontario Pension Plan Trust Fund +325K +65.2% 824K $42.7M
Geode Capital Management, LLC Index funds +273K +9.2% 3.2M $168M
Panagora Asset Management Inc Active manager +265K +60.6% 701K $36.3M
Renaissance Technologies LLC Hedge fund +255K +630.4% 295K $15.3M
Two Sigma Investments, LP Hedge fund +235K +7.7% 3.3M $170M
Neuberger Berman Group LLC Active manager +219K +13.6% 1.8M $94.8M
Freestone Grove Partners LP Hedge fund +189K New position 189K $9.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund −1.4M −88.8% 180K $9.3M
Lazard Asset Management LLC Active manager −1.2M −89.0% 153K $7.9M
UBS Group AG −680K −69.8% 294K $15.2M
Hite Hedge Asset Management LLC −557K −20.7% 2.1M $111M
Nordea Investment Management AB −521K −56.0% 410K $21.4M
Point72 Asset Management, L.P. Hedge fund −269K −77.2% 80K $4.1M
HRT Financial LP −265K −79.5% 68K $3.5M
Jpmorgan Chase & Co −227K −14.4% 1.3M $70.5M
BNP Paribas Financial Markets −224K −71.9% 88K $4.5M
D. E. Shaw & Co., Inc. Hedge fund −222K Sold out 0 —
Brookstone Capital Management −217K −96.2% 8,705 $451,199
Man Group PLC Hedge fund −208K −89.6% 24K $1.3M
Thrivent Financial For Lutherans −203K −13.5% 1.3M $67.3M
Tudor Investment Corp Et Al Hedge fund −187K Sold out 0 —
Yaupon Capital Management LP Hedge fund −175K Sold out 0 —
Goldman Sachs Group Inc −157K −15.2% 879K $45.5M
Prudential Financial Inc −147K −47.5% 163K $8.4M
Edgestream Partners, L.P. Hedge fund −147K −54.6% 122K $6.3M
HSBC Holdings PLC −115K −44.9% 141K $7.4M
Seven Grand Managers, LLC −100K Sold out 0 —

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
D. E. Shaw & Co., Inc.Hedge fund 222K $11.7M
Tudor Investment Corp Et AlHedge fund 187K $9.9M
Yaupon Capital Management LPHedge fund 175K $9.2M
Seven Grand Managers, LLC 100K $5.3M
Ontario Teachers Pension Plan Board 96K $5.1M
Castellan Group 94K $5M
Picton Mahoney Asset Management 64K $3.4M
Aquatic Capital Management LLC 62K $3.3M
Covalis Capital LLP 50K $2.6M
Bw Gestao De Investimentos Ltda. 48K $2.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
502
Ten largest holders
49.3%
of 13F-reported shares
Index fund managers
35.9%
of 13F-reported shares
Active managers and hedge funds
28.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 33 30 4 6 +1.3M +3.8%
Index fund managers 9 2 0 0 +2.2M +5.2%
Other institutions 218 169 42 44 −1.2M −2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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