Exploring Portland General Electric Company (POR) Investor Profile: Who’s Buying and Why?

Exploring Portland General Electric Company (POR) Investor Profile: Who’s Buying and Why?

US | Utilities | Regulated Electric | NYSE

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Who Invests in Portland General Electric Company (POR) and Why?

Investor Composition and Investment Landscape

As of Q4 2023, the investor profile for the utility company reveals a complex ownership structure.

Investor Category Percentage Ownership
Institutional Investors 78.4%
Retail Investors 21.6%

Institutional Investor Breakdown

Top Institutional Investors Ownership Percentage
Vanguard Group 9.7%
BlackRock 7.3%
State Street Corporation 5.2%

Investment Motivations

  • Dividend Yield: 4.1%
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $5.3 billion

Investment Strategies

Investors primarily employ the following strategies:

  • Long-term Income Generation
  • Utility Sector Diversification
  • Stable Dividend Investment

Investor Performance Metrics

Performance Indicator Value
Annual Total Return 6.8%
5-Year Compound Annual Growth Rate 7.2%



Institutional Ownership and Major Shareholders of Portland General Electric Company (POR)

Investor Composition and Investment Landscape

As of Q4 2023, the investor profile for the utility company reveals a complex ownership structure.

Investor Category Percentage Ownership
Institutional Investors 78.4%
Retail Investors 21.6%

Institutional Investor Breakdown

Top Institutional Investors Ownership Percentage
Vanguard Group 9.7%
BlackRock 7.3%
State Street Corporation 5.2%

Investment Motivations

  • Dividend Yield: 4.1%
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $5.3 billion

Investment Strategies

Investors primarily employ the following strategies:

  • Long-term Income Generation
  • Utility Sector Diversification
  • Stable Dividend Investment

Investor Performance Metrics

Performance Indicator Value
Annual Total Return 6.8%
5-Year Compound Annual Growth Rate 7.2%



Key Investors and Their Influence on Portland General Electric Company (POR)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 72.4% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 8,456,123 15.3%
BlackRock Inc 6,789,456 12.7%
State Street Corporation 4,567,890 8.5%
Dimensional Fund Advisors 3,456,789 6.4%

Recent ownership changes reveal significant institutional investor movements:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $124.6 million
  • Top 10 institutional investors control 52.9% of total shares

Key institutional ownership metrics include:

  • Total institutional investors: 487
  • Institutional ownership value: $3.45 billion
  • Average institutional investor position size: $7.08 million

Insider ownership represents 2.1% of total outstanding shares, with executive leadership holding approximately $45.3 million in company stock.




Market Impact and Investor Sentiment of Portland General Electric Company (POR)

Key Investors and Their Strategic Holdings

As of Q4 2023, the investor landscape for the utility company reveals significant institutional ownership patterns:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 14,563,827 9.42%
BlackRock Inc 12,345,672 7.97%
State Street Corporation 8,234,561 5.32%

Notable institutional investor movements include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in the last reporting period
  • Capital Research Global Investors added 1,245,000 shares during Q3 2023
  • Mackenzie Financial Corporation reduced holdings by 2.1%

Insider ownership data reveals:

  • Total insider ownership: 0.62%
  • Number of institutional investors: 353
  • Institutional investment value: $1.24 billion

Key institutional investor characteristics:

Investor Type Total Shares Investment Strategy
Mutual Funds 42,567,890 Long-term utility sector investment
Pension Funds 22,345,678 Stable dividend-focused strategy
ETF Holders 15,678,234 Sector diversification

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