MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in POR — Portland General Electric Co /Or/

CIK 912938 Boston, MA

Back to POR Full portfolio

Position in POR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$120,749,541

+$27,021,949 QoQ

Shares Held

2,329,723

+31.2% QoQ

Ownership

1.98%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#12

of 504 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 3% None 4%

Common Shares in POR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. POR ranks #18 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	101,483,416	$1,706,951,053
2	DUK	Duke Energy CORP	12,742,489	$1,612,944,254
3	D	Dominion Energy, Inc	20,030,451	$1,367,879,497
4	SO	Southern Co	13,831,354	$1,323,798,889
5	XEL	Xcel Energy Inc	16,269,553	$1,306,445,102
6	NEE	Nextera Energy Inc	12,519,204	$1,098,810,531
7	AEP	American Electric Power Co Inc	4,176,896	$571,441,140
8	CMS	Cms Energy Corp	7,242,159	$554,025,162

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	$120,749,541	2,329,723	+31.2%	Shares	Defined	2026-08-03
2026-03-31	$93,727,592	1,776,153	-40.0%	Shares	Sole	2026-05-14
2025-12-31	$141,992,186	2,958,787	-0.9%	Shares	Sole	2026-01-22
2025-09-30	$131,381,404	2,985,941	+23.3%	Shares	Sole	2025-10-29
2025-06-30	$98,388,064	2,421,562	-8.8%	Shares	Sole	2025-08-08
2025-03-31	$118,476,644	2,656,427	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$116,259,339	2,665,276	-0.9%	Shares	Sole	2025-02-12
2024-09-30	$128,819,769	2,689,348	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$116,263,884	2,688,804	-1.3%	Shares	Sole	2024-08-09
2024-03-31	$114,458,820	2,725,210	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$119,574,843	2,758,995	+6.2%	Shares	Sole	2024-02-08
2023-09-30	$105,149,350	2,597,563	+2.3%	Shares	Sole	2023-11-08
2023-06-30	$118,887,836	2,538,711	+2.3%	Shares	Sole	2023-08-09
2023-03-31	$121,309,925	2,481,283	+1.7%	Shares	Sole	2023-05-10
2022-12-31	$119,503,307	2,438,843	+34.4%	Shares	Sole	2023-02-13
2022-09-30	$78,860,386	1,814,551	-0.3%	Shares	Sole	2022-11-09
2022-06-30	$87,990,660	1,820,622	-23.5%	Shares	Sole	2022-08-09
2022-03-31	$131,173,116	2,378,479	+1.4%	Shares	Sole	2022-05-11
2021-12-31	$124,143,015	2,345,862	+5.3%	Shares	Sole	2022-02-10
2021-09-30	$104,729,477	2,228,761	+2.9%	Shares	Sole	2021-11-10
2021-06-30	$99,834,070	2,166,538	+2.6%	Shares	Sole	2021-08-13
2021-03-31	$100,206,131	2,110,936	+7.5%	Shares	Sole	2021-05-13
2020-12-31	$83,981,331	1,963,557	+26.0%	Shares	Sole	2021-05-12
2020-09-30	$55,315,212	1,558,175	+31.8%	Shares	Sole	2020-11-12
2020-06-30	$49,433,217	1,182,330	-0.9%	Shares	Sole	2020-11-20
2020-03-31	$57,196,063	1,193,076	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.