SYSTEMATIC FINANCIAL MANAGEMENT LP
Position in POR — Portland General Electric Co /Or/
CIK 1085936
TEANECK, NJ
Position in POR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,891,090
+$3,680,872 QoQ
Shares Held
711,771
+13.1% QoQ
Ownership
0.605%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#35
of 504 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $132,019,175 across 5 Utilities - Regulated Electric names. POR ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
1,121,956 | $80,354,488 | |
| 2 | POR |
Portland General Electric Co /Or/
This page
|
711,771 | $36,891,090 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
66,090 | $7,071,630 | |
| 4 | EVRG |
Evergy, Inc.
|
69,125 | $5,974,473 | |
| 5 | ETR |
Entergy Corp /De/
|
15,040 | $1,727,494 |
All Filings in POR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,891,090 | 711,771 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $33,210,218 | 629,339 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $30,839,621 | 642,626 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $28,774,240 | 653,960 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $24,283,778 | 597,681 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $25,916,346 | 581,084 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $24,139,612 | 553,407 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $25,763,589 | 537,862 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $18,364,070 | 424,701 | Shares | Other | 2024-08-16 | |
| 2024-03-31 | $9,724,554 | 231,537 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,241,415 | 236,304 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $9,860,684 | 243,594 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $11,241,447 | 240,048 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $12,205,436 | 249,651 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $11,608,835 | 236,915 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $10,777,819 | 247,994 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,518,488 | 238,330 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,413,437 | 225,085 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $10,984,710 | 207,572 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,076,347 | 214,436 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,518,146 | 206,557 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,312,376 | 175,108 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $7,603,907 | 177,786 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,190,454 | 174,379 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,602,235 | 110,075 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $353,317 | 7,370 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||