Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PORTLAND GEN ELEC CO (POR)

440 + Investors. Track Smart Money conviction in POR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — POR

Based on 433 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added POR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
433 hedge funds hold POR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

252 buying182 selling
Last quarter: 252 funds bought or added vs 182 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new POR position: 54 → 38 → 66 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
287 out of 433 hedge funds have held POR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

62 → 54 → 38 → 66 → 83 new funds/Q
New funds entering each quarter: 54 → 38 → 66 → 83. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 440 current holders: 312 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
40 of 433 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in POR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: POR

How many hedge funds hold POR — quarterly history vs. share price
Quarterly hedge fund ownership of POR vs. share price

Market Analysis: POR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: POR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: POR
2026 Q1 Stats Unlock in 20 days 440 + Investors

Track Smart Money conviction in POR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 440 409 7.58%
13F Shares 110M 107M 3.19%
Total Value $5.27B $4.68B 12.74%
New Positions 83 69 +14
Increased Positions 177 168 +9
Closed Positions 52 57 -5
Reduced Positions 141 133 +8
Total Calls 5 6 -16.67%
Total Puts 4 6 -33.33%
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: POR

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

440 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in POR. Verified SEC 13F-HR filings.

Top 25 institutional holders of POR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.56% 3,904 $206K
2 Martin Capital Partners, LLC 2.13% 108,815 $6K
3 OLD REPUBLIC INTERNATIONAL CORP 1.47% 700,600 $37K
4 MOODY ALDRICH PARTNERS LLC 1.42% 148,821 $7.9M
5 A. D. Beadell Investment Counsel, Inc. 1.11% 33,035 $2K
6 Castellan Group 0.69% 94,433 $5.0M
7 Leeward Investments, LLC - MA 0.61% 232,868 $12.3M
8 WEDGE CAPITAL MANAGEMENT L L P/NC 0.43% 441,995 $23.3M
9 Bayforest Capital Ltd 0.37% 6,345 $335K
10 Bank & Trust Co 0.35% 9,917 $523K
11 CHELSEA COUNSEL CO 0.32% 15,300 $742K
12 MQS Management LLC 0.24% 6,773 $357K
13 Investors Research Corp 0.19% 18,825 $993K
14 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.18% 16,900 $892K
15 CWA Asset Management Group, LLC 0.16% 89,369 $4.7M
16 SEVEN MILE ADVISORY 0.15% 4,063 $214K
17 AlphaQuest LLC 0.14% 51,576 $2.5M
18 Brookstone Capital Management 0.14% 226,157 $11.9M
19 Sterling Capital Management LLC 0.13% 127,496 $6.7M
20 Outlook Wealth Advisors, LLC 0.13% 9,895 $522K
21 Keudell/Morrison Wealth Management 0.12% 11,505 $607K
22 WETZEL INVESTMENT ADVISORS, INC. 0.11% 5,000 $266K
23 Quantum Portfolio Management LLC 0.10% 4,160 $220K
24 JEPPSON WEALTH MANAGEMENT, LLC 0.09% 5,601 $296K
25 Chris Bulman Inc 0.09% 3,861 $204K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PORTLAND GEN ELEC CO (POR)

What does the Smart Money Trend signal show for POR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added POR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for POR?

Slight buying edge — 58% buying: Last quarter: 252 funds bought or added vs 182 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for POR holders?

Elite ownership — 45% AUM from top-100 funds: 40 of 433 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in POR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held POR?

66% of holders stayed for 2+ years: 287 out of 433 hedge funds have held POR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.