Cerity Partners LLC

Position in POR — Portland General Electric Co /Or/

CIK 1566475 NEW YORK, NY

Position in POR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,953,172

+$1,243,960 QoQ

Shares Held

192,035

+16.4% QoQ

Ownership

0.163%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#77

of 504 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 12% Shared 32% None 56%

Utilities · as of Jun 30, 2026

Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. POR ranks #15 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,493,361	$131,072,294
2	EIX	Edison International	809,682	$60,280,823
3	DUK	Duke Energy CORP	433,711	$54,899,137
4	PCG	PG&E Corp	3,082,638	$51,849,970
5	ES	Eversource Energy	537,372	$38,835,873
6	DTE	Dte Energy Co	218,079	$33,228,695
7	ED	Consolidated Edison Inc	272,991	$30,200,993
8	PEG	Public Service Enterprise Group Inc	325,174	$26,391,118

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,953,172	192,035	+16.4%	Shares	Other	2026-08-14
2026-03-31	$8,709,212	165,041	+19.2%	Shares	Sole	2026-05-15
2025-12-31	$6,643,109	138,427	+8.3%	Shares	Other	2026-02-11
2025-09-30	$5,623,244	127,801	+30.6%	Shares	Sole	2025-10-22
2025-06-30	$3,976,092	97,861	+13.9%	Shares	Sole	2025-08-13
2025-03-31	$3,830,917	85,895	+88.5%	Shares	Sole	2025-04-30
2024-12-31	$1,987,588	45,566	-7.9%	Shares	Sole	2025-02-13
2024-09-30	$2,368,559	49,448	+37.6%	Shares	Sole	2024-11-12
2024-06-30	$1,553,569	35,929	-20.8%	Shares	Sole	2024-08-13
2024-03-31	$1,905,372	45,366	+18.2%	Shares	Defined	2024-05-14
2023-12-31	$1,663,692	38,387	-6.3%	Shares	Sole	2024-01-26
2023-09-30	$1,658,951	40,982	-3.7%	Shares	Sole	2023-11-14
2023-06-30	$1,992,335	42,544	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.