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Portland General Electric Company shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Portland General Electric Company (POR) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Portland General Electric Company

Tip: Access up to 7 years of quarterly data

All positions including Portland General Electric Company held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portland General Electric Company by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.6M 105k 52.77
2025-12-31 $956k 20k 47.99
2025-09-30 $816k 19k 44.00
2025-06-30 $429k 11k 40.63
2025-03-31 $451k 10k 44.60
2024-12-31 $379k 8.7k 43.62
2024-09-30 $404k 8.4k 47.90
2024-06-30 $404k 9.3k 43.24
2024-03-31 $337k 8.0k 42.00
2023-12-31 $390k 9.0k 43.34
2023-09-30 $217k 5.4k 40.48
2023-06-30 $321k 6.9k 46.83
2023-03-31 $352k 7.2k 48.89
2022-12-31 $414k 8.5k 49.00
2022-09-30 $327k 7.5k 43.50
2022-06-30 $258k 5.3k 48.83
2022-03-31 $244k 4.4k 55.53
2021-12-31 $220k 4.1k 53.27
2021-09-30 $175k 3.7k 47.28
2021-06-30 $161k 3.5k 46.53
2021-03-31 $171k 3.6k 47.78
2020-12-31 $245k 5.7k 43.13
2020-09-30 $286k 7.9k 36.02
2020-06-30 $412k 9.6k 42.89
2020-03-31 $457k 9.6k 47.57
2019-12-31 $531k 9.6k 55.28
2019-09-30 $148k 2.6k 56.77
2019-06-30 $153k 2.8k 54.47
2019-03-31 $151k 2.9k 52.19
2018-12-31 $144k 3.1k 45.85
2018-09-30 $144k 3.1k 45.85
2018-06-30 $32k 739 43.30
2017-06-30 $26k 560 46.43

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View all positions for Captrust Financial Advisors

Top funds holding Portland General Electric Company

BlackRock
Vanguard Portfolio Management
ClearBridge Advisors
Vanguard Capital Management
State Street Corporation
AQR Capital Management
Hanna Zanoni
Two Sigma Investments
Geode Capital Management
HITE Hedge Asset Management
Invesco
Millennium Management
Dimensional Fund Advisors
Massachusetts Financial Services
Morgan Stanley

View all funds holding Portland General Electric Company