Portland General Ownership
| POR Stock | USD 48.07 0.50 1.05% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 103 M | Current Value 104 M | Avarage Shares Outstanding 85 M | Quarterly Volatility 8.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Portland |
Portland Stock Ownership Analysis
About 100.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.38. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Portland General Electric has Price/Earnings To Growth (PEG) ratio of 1.59. The entity last dividend was issued on the 24th of December 2024. Portland General Electric Company, an integrated electric utility company, engages in the generation, wholesale purchase, transmission, distribution, and retail sale of electricity in the state of Oregon. The company was founded in 1889 and is headquartered in Portland, Oregon. Portland General operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 3000 people. To find out more about Portland General Electric contact the company at 503 464 8000 or learn more at https://www.portlandgeneral.com.Besides selling stocks to institutional investors, Portland General also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Portland General's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Portland General's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Portland General Quarterly Liabilities And Stockholders Equity |
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Portland General Insider Trades History
Less than 1% of Portland General Electric are currently held by insiders. Unlike Portland General's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Portland General's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Portland General's insider trades
Portland Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Portland General is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Portland General Electric backward and forwards among themselves. Portland General's institutional investor refers to the entity that pools money to purchase Portland General's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2024-06-30 | 1.9 M | Zimmer Partners Lp | 2024-09-30 | 1.8 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.8 M | Channing Capital Management, Llc | 2024-09-30 | 1.7 M | Principal Financial Group Inc | 2024-09-30 | 1.6 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.6 M | Cbre Investment Management Listed Real Assets Llc | 2024-09-30 | 1.4 M | Bank Of America Corp | 2024-06-30 | 1.4 M | Northern Trust Corp | 2024-09-30 | 1.3 M | Blackrock Inc | 2024-06-30 | 13.9 M | Vanguard Group Inc | 2024-09-30 | 11.3 M |
Portland General Electric Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Portland General insiders, such as employees or executives, is commonly permitted as long as it does not rely on Portland General's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Portland General insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Portland General Outstanding Bonds
Portland General issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Portland General Electric uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Portland bonds can be classified according to their maturity, which is the date when Portland General Electric has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Portland General Corporate Filings
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 8th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 7th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Portland General
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Portland General position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Portland General will appreciate offsetting losses from the drop in the long position's value.Moving together with Portland Stock
Moving against Portland Stock
| 0.4 | VSTE | Vast Renewables Buyout Trend | PairCorr |
The ability to find closely correlated positions to Portland General could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Portland General when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Portland General - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Portland General Electric to buy it.
The correlation of Portland General is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Portland General moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Portland General Electric moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Portland General can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Portland Stock Analysis
When running Portland General's price analysis, check to measure Portland General's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Portland General is operating at the current time. Most of Portland General's value examination focuses on studying past and present price action to predict the probability of Portland General's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Portland General's price. Additionally, you may evaluate how the addition of Portland General to your portfolios can decrease your overall portfolio volatility.