13FPulse
PO

POR PORTLAND GENERAL ELECTRIC CO

2026Q2 · CUSIP 736508847 · Sector: Utilities

Funds left

Funds are exiting, but the price is holding

Funds that own it
492
Institutions that reported holding it to the SEC
Net decrease in holders
11
Last quarter 503 → now 492
How unusual is that
Bottom 20%
Stronger than only 12% of US stocks
What the filings say, in one paragraph

492 funds held POR at the end of 2026Q2, down 11 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $3.5B(YoY +1.3%), the P/E is 21.4x, return on equity is 6.2%. POR has had 10 buying rushes in its history, and the price moved +3.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Utilities sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=253 2013Q4: holders=241 2014Q1: holders=250 2014Q2: holders=254 2014Q3: holders=260 2014Q4: holders=281 2015Q1: holders=265 2015Q2: holders=245 2015Q3: holders=235 2015Q4: holders=258 2016Q1: holders=265 2016Q2: holders=264 2016Q3: holders=260 2016Q4: holders=275 2017Q1: holders=272 2017Q2: holders=273 2017Q3: holders=268 2017Q4: holders=299 2018Q1: holders=304 2018Q2: holders=300 2018Q3: holders=304 2018Q4: holders=336 2019Q1: holders=340 2019Q2: holders=329 2019Q3: holders=338 2019Q4: holders=348 2020Q1: holders=319 2020Q2: holders=322 2020Q3: holders=308 2020Q4: holders=317 2021Q1: holders=318 2021Q2: holders=315 2021Q3: holders=309 2021Q4: holders=325 2022Q1: holders=339 2022Q2: holders=344 2022Q3: holders=361 2022Q4: holders=391 2023Q1: holders=382 2023Q2: holders=369 2023Q3: holders=371 2023Q4: holders=391 2024Q1: holders=384 2024Q2: holders=411 2024Q3: holders=437 2024Q4: holders=449 2025Q1: holders=451 2025Q2: holders=425 2025Q3: holders=439 2025Q4: holders=465 2026Q1: holders=503 2026Q2: holders=492 -38 -19 +0 +19 +38 211370529 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% +10.3%
2024Q3 Top 20% -6.7% -4.1%
2024Q2 Top 10% +3.7% -0.3%
2022Q4 Top 20% +2.1% +4.4%
2022Q3 Top 10% +5.4% +7.1%
2022Q1 Top 20% +0.2% +15.7%
2018Q4 Top 10% +6.1% +9.8%
2017Q4 Top 20% -1.0% -2.6%
2015Q4 Top 20% +3.9% +5.8%
2014Q4 Top 20% -0.8% -5.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
214
Change in large funds
+9
Total value they hold
$6.4B
Funds buying for the first time
59
Funds that sold out entirely
70
Price change that quarter
+1.9%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
21.4
EPS (TTM)
$2.27
EPS YoY
-16.2%
Revenue (TTM)
$3.5B
Revenue YoY
+1.3%
Net margin
7.3%
ROE
6.2%
Debt ratio
69.8%
FCF (TTM)
-$189M
Dividend (TTM)
$2.13
Quarterly Revenue & EPS
2021-09-30: EPS 0.56 2021-12-31: EPS 0.73 2022-03-31: EPS 0.67 2022-06-30: EPS 0.72 2022-09-30: EPS 0.65 2022-12-31: EPS 0.56 2023-03-31: EPS 0.80 2023-06-30: EPS 0.39 2023-09-30: EPS 0.46 2023-12-31: EPS 0.68 2024-03-31: EPS 1.08 2024-06-30: EPS 0.69 2024-09-30: EPS 0.90 2024-12-31: EPS 0.34 2025-03-31: EPS 0.91 2025-06-30: EPS 0.56 2025-09-30: EPS 0.94 2025-12-31: EPS 0.36 2026-03-31: EPS 0.38 2026-06-30: EPS 0.59 0M 476M 952M $M 0.00 0.59 1.19 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 12 18 24 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-338M-96M146M 20162017201820192020202120222023202420252026
Latest quarter $9M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.