Portland General Electric Company
US ˙ NYSE ˙ US7365088472

SecurityPOR / Portland General Electric Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,368 shares
Latest Disclosed Value $ 72,189
IFP Advisors, Inc reports 16.52% increase in ownership of POR / Portland General Electric Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,368 shares of Portland General Electric Company (US:POR) valued at $72,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,174 shares of Portland General Electric Company. This represents a change in shares of 16.52% during the quarter. The current value of the position is $66,923 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F PORTLAND GEN ELEC cs 736508847 1,368 194 16.52 72 28.57 0.0015
2026-02-06 2025-12-31 13F PORTLAND GEN ELEC cs 736508847 1,174 94 8.70 56 19.15 0.0013
2026-02-06 2025-09-30 13F/A-1 PORTLAND GEN ELEC cs 736508847 1,080 412 61.68 48 74.07 0.0012
2025-12-02 2025-09-30 13F PORTLAND GEN ELEC cs 736508847 1,080 412 48 0.0012
2025-07-24 2025-06-30 13F PORTLAND GEN ELEC cs 736508847 668 620 1,291.67 27 1,250.00 0.0008
2025-05-05 2025-03-31 13F PORTLAND GEN ELEC cs 736508847 48 14 41.18 2 100.00 0.0001
2025-02-04 2024-12-31 13F PORTLAND GEN ELEC cs 736508847 34 25 277.78 1 0.0000
2025-02-04 2024-09-30 13F PORTLAND GEN ELEC cs 736508847 9 0 0.00 0 0.0000
2024-07-30 2024-06-30 13F PORTLAND GEN ELEC cs 736508847 9 0 0.00 0 0.0000
2024-07-30 2024-03-31 13F PORTLAND GEN ELEC cs 736508847 9 0 0.00 0 0.0000
2024-01-09 2023-12-31 13F PORTLAND GEN ELEC cs 736508847 9 0 0.00 0 0.0000
2023-10-12 2023-09-30 13F PORTLAND GEN ELEC cs 736508847 9 -16 -64.00 0 -100.00 0.0000
2023-08-14 2023-06-30 13F/A-1 PORTLAND GEN ELEC cs 736508847 25 17 212.50 1 0.0000
2023-08-04 2023-06-30 13F PORTLAND GEN ELEC cs 736508847 25 17 1 0.0000
2023-04-18 2023-03-31 13F PORTLAND GEN ELEC cs 736508847 8 -184 -95.83 0 0.0000
2023-02-07 2022-12-31 13F PORTLAND GEN ELEC cs 736508847 192 -92 -32.39 0 -100.00 0.0002
2022-11-08 2022-09-30 13F PORTLAND GEN ELEC cs 736508847 284 191 205.38 13 225.00 0.0003
2022-09-06 2022-06-30 13F/A-1 PORTLAND GEN ELEC cs 736508847 93 0 0.00 4 0.00 0.0001
2022-09-06 2022-03-31 13F/A-1 PORTLAND GEN ELEC cs 736508847 93 78 520.00 4 300.00 0.0001
2022-01-12 2021-12-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 15 15 1 0.0000
2021-07-13 2021-06-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 0 0 0 0.0000
2021-04-30 2021-03-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 0 -1,158 -100.00 0 -100.00
2021-01-25 2020-12-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 1,158 202 21.13 50 47.06 0.0020
2020-10-29 2020-09-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 956 493 106.48 34 78.95 0.0020
2020-08-05 2020-06-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 463 -36 -7.21 19 -20.83 0.0015
2020-05-12 2020-03-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 499 21 4.39 24 -11.11 0.0024
2020-01-17 2019-12-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 478 0 0.00 27 0.00 0.0020
2019-11-07 2019-09-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 478 478 27 0.0018
2019-05-15 2019-03-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 0 -579 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 PORTLAND GEN ELEC CO COM Stock 736508847 579 0 0.00 26 0.00 0.0016
2019-01-23 2018-12-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 579 0 26 0.0016
2019-06-03 2018-09-30 13F/A-9 PORTLAND GEN ELEC CO COM Stock 736508847 579 -36 -5.85 26 0.00 0.0011
2018-10-25 2018-09-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 579 -36 26 0.0011
2019-06-03 2018-06-30 13F/A-8 PORTLAND GEN ELEC CO COM Stock 736508847 615 -2,193 -78.10 26 -79.69 0.0011
2018-08-07 2018-06-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 615 -2,104 26
2019-06-03 2018-03-31 13F/A-7 PORTLAND GEN ELEC CO COM Stock 736508847 2,808 0 0.00 128 0.00 0.0058
2018-05-09 2018-03-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 2,719 -89 110
2019-06-03 2017-12-31 13F/A-6 PORTLAND GEN ELEC CO COM Stock 736508847 2,808 87 3.20 128 3.23 0.0058
2018-01-24 2017-12-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 2,808 87 128
2017-10-30 2017-09-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 2,721 75 2.83 124 2.48 0.0049
2019-06-03 2017-06-30 13F/A-5 PORTLAND GEN ELEC CO COM Stock 736508847 2,646 -165 -5.87 121 -3.20 0.0051
2017-07-31 2017-06-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 2,646 -165 121
2019-06-03 2017-03-31 13F/A-4 PORTLAND GEN ELEC CO COM Stock 736508847 2,811 10 0.36 125 3.31 0.0054
2017-04-26 2017-03-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 2,811 10 125
2019-06-03 2016-12-31 13F/A-3 PORTLAND GEN ELEC CO COM Stock 736508847 2,801 -425 -13.17 121 -11.68 0.0058
2017-02-14 2016-12-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 2,801 -425 121
2016-11-04 2016-09-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 3,226 -1,065 -24.82 137 -27.51 0.0071
2019-06-03 2016-06-30 13F/A-2 PORTLAND GEN ELEC CO COM Stock 736508847 4,291 2,870 201.97 189 237.50 0.0106
2016-08-22 2016-06-30 13F PORTLAND GEN ELEC CO COM Stock 736508847 4,291 2,870 189
2016-05-02 2016-03-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 1,421 -406 -22.22 56 -15.15 0.0034
2016-02-11 2015-12-31 13F PORTLAND GEN ELEC CO COM Stock 736508847 1,827 1,827 66 0.0044
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.