DIMENSIONAL FUND ADVISORS LP
Position in POR — Portland General Electric Co /Or/
CIK 354204
AUSTIN, TX
Position in POR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$96,505,021
-$124,340 QoQ
Shares Held
1,861,953
+1.7% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 504 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 8%
None 5%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. POR ranks #26 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in POR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,505,021 | 1,861,953 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $96,629,361 | 1,831,142 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $87,005,676 | 1,812,996 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $78,057,056 | 1,774,024 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $70,208,191 | 1,727,989 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $77,666,439 | 1,741,400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,701,201 | 1,643,769 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $75,869,192 | 1,583,908 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $65,234,715 | 1,508,666 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $59,721,816 | 1,421,948 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $61,553,330 | 1,420,243 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $51,818,122 | 1,280,092 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $59,617,444 | 1,273,061 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $61,559,498 | 1,259,143 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,140,346 | 1,227,354 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $48,247,029 | 1,110,148 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $48,294,040 | 999,256 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $54,056,927 | 980,180 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $48,464,030 | 915,798 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $42,929,547 | 913,589 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,373,240 | 854,454 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $40,173,101 | 846,284 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,776,853 | 859,875 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $30,736,219 | 865,809 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $37,980,580 | 908,409 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $44,636,071 | 931,082 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||