MORGAN STANLEY

Position in POR — Portland General Electric Co /Or/

CIK 895421 NEW YORK, NY

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Position in POR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$98,693,901

+$5,810,953 QoQ

Shares Held

1,904,185

+8.2% QoQ

Ownership

1.62%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#15

of 504 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in POR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. POR ranks #29 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	63,514,030	$5,574,626,402
2	AEP	American Electric Power Co Inc	18,980,444	$2,596,714,535
3	DUK	Duke Energy CORP	13,107,459	$1,659,142,151
4	SO	Southern Co	13,593,077	$1,298,538,960
5	ETR	Entergy Corp /De/	9,808,504	$1,126,604,759
6	D	Dominion Energy, Inc	11,169,924	$762,794,100
7	EXC	Exelon Corp	16,111,485	$751,117,419
8	XEL	Xcel Energy Inc	7,894,693	$633,943,843

All Filings in POR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,693,901	1,904,185	+8.2%	Shares	Defined	2026-08-13
2026-03-31	$92,882,948	1,760,147	+14.0%	Shares	Defined	2026-05-15
2025-12-31	$74,127,411	1,544,643	+3.1%	Shares	Defined	2026-05-27
2025-09-30	$65,933,516	1,498,489	-5.2%	Shares	Defined	2026-05-27
2025-06-30	$64,205,104	1,580,239	+2.1%	Shares	Defined	2025-08-15
2025-03-31	$68,996,506	1,547,007	-16.9%	Shares	Defined	2025-05-15
2024-12-31	$81,214,328	1,861,860	-12.7%	Shares	Defined	2025-05-15
2024-09-30	$102,164,898	2,132,879	+39.4%	Shares	Defined	2025-05-14
2024-06-30	$66,171,463	1,530,330	-3.0%	Shares	Defined	2025-05-14
2024-03-31	$66,267,726	1,577,803	-15.6%	Shares	Defined	2024-10-17
2023-12-31	$81,034,870	1,869,748	+36.8%	Shares	Defined	2024-08-16
2023-09-30	$55,326,965	1,366,773	-1.2%	Shares	Defined	2023-11-15
2023-06-30	$64,805,457	1,383,845	+18.3%	Shares	Defined	2023-08-14
2023-03-31	$57,212,099	1,170,221	+16.0%	Shares	Defined	2023-05-15
2022-12-31	$49,435,071	1,008,879	+11.5%	Shares	Defined	2023-02-14
2022-09-30	$39,316,954	904,670	+8.1%	Shares	Defined	2022-11-14
2022-06-30	$40,430,215	836,545	+270.6%	Shares	Defined	2022-10-27
2022-03-31	$12,449,338	225,736	-24.5%	Shares	Defined	2022-10-27
2021-12-31	$15,824,399	299,025	-2.7%	Shares	Defined	2022-02-14
2021-09-30	$14,447,073	307,450	-13.5%	Shares	Defined	2021-11-15
2021-06-30	$16,376,875	355,401	+61.5%	Shares	Defined	2021-08-23
2021-03-31	$10,444,964	220,033	-13.4%	Shares	Defined	2021-05-17
2020-12-31	$10,870,035	254,151	+164.6%	Shares	Defined	2021-02-16
2020-09-30	$3,409,597	96,045	-11.3%	Shares	Defined	2020-11-13
2020-06-30	$4,528,858	108,320	+10.3%	Shares	Defined	2020-08-14
2020-03-31	$4,708,761	98,222	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.