BROADWATER CAPITAL MANAGEMENT LLC

Position in POR — Portland General Electric Co /Or/

CIK 2084339 BOSTON, MA

Position in POR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,208,364

-$21,915 QoQ

Shares Held

23,314

0.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#213

of 504 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BROADWATER CAPITAL MANAGEMENT LLC holds $7,506,611 across 7 Utilities - Regulated Electric names. POR ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	29,154	$2,790,329
2	WEC	Wec Energy Group, Inc.	23,150	$2,703,225
3	POR	Portland General Electric Co /Or/ This page	23,314	$1,208,364
4	DUK	Duke Energy CORP	3,666	$464,042
5	NEE	Nextera Energy Inc	3,206	$281,390
6	ES	Eversource Energy	620	$44,807
7	XEL	Xcel Energy Inc	180	$14,454

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,364	23,314	0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,230,279	23,314	0.0%	Shares	Sole	2026-07-24
2025-12-31	$1,118,838	23,314	0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,025,816	23,314	0.0%	Shares	Sole	2026-02-03
2025-06-30	$947,247	23,314	0.0%	Shares	Sole	2026-02-03
2025-03-31	$1,039,804	23,314	0.0%	Shares	Sole	2026-02-03
2024-12-31	$1,016,956	23,314	0.0%	Shares	Sole	2026-02-03
2024-09-30	$1,116,740	23,314	-11.6%	Shares	Sole	2026-02-03
2024-06-30	$1,139,979	26,364	0.0%	Shares	Sole	2026-02-03
2024-03-31	$1,107,288	26,364	-5.4%	Shares	Sole	2026-02-03
2023-12-31	$1,207,625	27,864	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.