UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in POR — Portland General Electric Co /Or/
CIK 861177
NEW YORK, NY
Position in POR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,649,203
-$140,614 QoQ
Shares Held
224,758
+0.6% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 504 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. POR ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in POR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,649,203 | 224,758 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,789,817 | 223,419 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,092,900 | 189,475 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,714,288 | 198,052 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,580,425 | 309,634 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,420,343 | 233,640 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $9,589,462 | 219,841 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,266,508 | 235,209 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,705,583 | 270,712 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,948,060 | 165,430 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,056,790 | 162,824 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,976,122 | 122,928 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,612,853 | 119,856 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,859,757 | 119,856 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,296,892 | 128,508 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,118,977 | 117,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,831,637 | 141,354 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,466,405 | 153,516 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,146,232 | 116,142 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,737,294 | 100,815 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,836,417 | 104,957 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,695,349 | 98,912 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,505,390 | 105,340 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,195,211 | 118,175 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,484,497 | 107,259 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,336,774 | 111,322 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||