Edgestream Partners, L.P.

Position in POR — Portland General Electric Co /Or/

CIK 1535061 Princeton, NJ

Position in POR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,338,549

-$7,864,338 QoQ

Shares Held

122,295

-54.6% QoQ

Ownership

0.104%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#100

of 504 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. POR ranks #8 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	119,484	$13,506,471
2	EVRG	Evergy, Inc.	155,455	$13,435,975
3	DUK	Duke Energy CORP	100,170	$12,679,518
4	ED	Consolidated Edison Inc	114,406	$12,656,735
5	XEL	Xcel Energy Inc	125,508	$10,078,292
6	PNW	Pinnacle West Capital Corp	88,351	$9,453,557
7	CNP	Centerpoint Energy Inc	206,872	$9,110,642
8	POR	Portland General Electric Co /Or/ This page	122,295	$6,338,549

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,338,549	122,295	-54.6%	Shares	Sole	2026-08-11
2026-03-31	$14,202,887	269,147	+126.7%	Shares	Sole	2026-05-18
2025-12-31	$5,696,317	118,698	-23.5%	Shares	Sole	2026-02-13
2025-09-30	$6,830,868	155,247	-49.4%	Shares	Sole	2025-11-12
2025-06-30	$12,466,624	306,833	+981.8%	Shares	Sole	2025-08-13
2025-03-31	$1,265,034	28,364	-30.9%	Shares	Sole	2025-05-02
2024-12-31	$1,790,121	41,039	-48.9%	Shares	Sole	2025-02-07
2024-09-30	$3,847,854	80,331	-22.0%	Shares	Sole	2024-11-14
2024-03-31	$4,325,706	102,993	+299.1%	Shares	Sole	2024-05-10
2023-12-31	$1,118,518	25,808	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.