CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in POR — Portland General Electric Co /Or/
CIK 884546
SAN FRANCISCO, CA
Position in POR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,997,152
-$321,074 QoQ
Shares Held
1,504,865
+1.4% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 504 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. POR ranks #26 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in POR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,997,152 | 1,504,865 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $78,318,226 | 1,484,143 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,285,897 | 1,506,270 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,368,492 | 1,440,193 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $57,357,492 | 1,411,703 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,276,252 | 1,373,907 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $57,285,360 | 1,313,282 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $61,219,361 | 1,278,066 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $54,670,321 | 1,264,346 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $51,341,556 | 1,222,418 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $51,880,277 | 1,197,053 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $47,036,545 | 1,161,970 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $51,212,210 | 1,093,577 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $49,713,258 | 1,016,839 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $49,462,903 | 1,009,447 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,831,872 | 985,547 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,019,298 | 931,498 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $53,600,064 | 971,896 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $50,786,265 | 959,680 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $45,128,444 | 960,384 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $43,500,856 | 944,029 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $44,209,238 | 931,309 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $36,801,104 | 860,442 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $42,344,045 | 1,192,790 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $51,895,909 | 1,241,232 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $64,787,554 | 1,351,430 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||