POR at a glance
PORTLAND GENERAL ELECTRIC CO /OR/ (POR, SEC CIK 784977) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as July 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PORTLAND GENERAL ELECTRIC CO /OR/ (POR) reported revenue of $3.6 billion (up 4.0% from FY2024) and net income of $306.0 million. Diluted EPS was $2.77.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding PORTLAND GENERAL ELECTRIC CO /OR/ (POR) shares worth $3.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lewis Michael A on July 27, 2026 of 1,537 shares at $51.83 per share.
- In the last 90 days, POR insiders reported 0 open-market purchases ($0) and 1 open-market sale ($80K) on Form 4, a net sale of $80K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.6B
- +4.0% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$80K
- 13F holders
- 37 funds
- $3.4B · −1 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Electric utility providing generation, transmission, and distribution services primarily in Oregon
- No new products, services, or segments introduced or emphasized this year in disclosed text
- No strategic shifts or changes in competitive positioning detailed in this filing section
- Key governance info references proxy statement for security ownership, related transactions, and auditor fees
- Filing incorporates significant disclosures by reference; no standalone business narrative presented in this section
Management Discussion & Analysis
- No best/worst segment performance data provided
- Long-term debt issuance $310M in 2025; repayments $170M; total long-term debt $4,662M at year-end
- Revolving credit facility capacity $750M unused; letters of credit outstanding $192M; total liquidity $954M as of 12/31/2025
- Management cites stable credit ratings, sufficient liquidity; new equity program planned in early 2026 for renewable investments
Risk Factors
- Regulatory risk from inflation and financing cost impacts on capital expenditures estimates through 2030
- Macroeconomic exposure to inflation affecting material and labor costs for $1.7B capital expenditures in 2026
- Operational risk in funding $1.7B 2026 capital expenditures reliant on up to $350M debt and $300M equity issuances
- Competitive risk from market conditions influencing timing of $1.1B to $1.2B cash flow for capital funding
- Financial risk due to long-term debt maturities totaling $170M in 2025 and $785M from 2027 to 2030
AI summary of the POR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No Risk Factors section provided in the submitted 10-Q excerpt
- No new, updated, regulatory, operational, competitive, market, or financial risks identifiable
- Rule 10b5-1 arrangements adopted by CFO and CEO, covering up to 12,733 and 57,468 shares respectively
AI summary of the POR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- OPUC approved PGE’s proposed holding-company reorganization but imposed conditions exceeding the agreed stipulation
- Order includes approximately $83 million in customer rate credits and benefits, contingent on completing the reorganization
Item 7.01: Regulation FD Disclosure
- OPUC Staff recommends approval of PGE’s holding-company reorganization, subject to OPUC review and final decision
- $45 million customer and community commitment, including $40 million in rate credits over three years
Item EX-99.1: Item EX-99.1
- Q2 net income $68M, or $0.59 diluted EPS, versus $62M and $0.56 year over year
- Industrial demand rose 11.2%, led by high-tech and data-center customers, reinforcing load-growth potential
AI summaries of POR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for POR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lewis Michael A | Sell | Jul 27, 2026 | 1,537 | $51.83 |
| Millegan Michael | A | Jul 24, 2026 | 3,073 | $52.05 |
| HOGLUND ROBERT N | A | Jul 24, 2026 | 3,073 | $52.05 |
| Huber Marie Oh | A | Jul 24, 2026 | 3,073 | $52.05 |
| Pineda Patricia Salas | A | Jul 24, 2026 | 3,073 | $52.05 |
| Lewis Michael A | A | Jul 24, 2026 | 3,073 | $52.05 |
| Torgerson James P | A | Jul 24, 2026 | 3,073 | $52.05 |
| O'Leary John H. | A | Jul 24, 2026 | 3,073 | $52.05 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.4B | $3.6B |
| Operating Income | - | $512.0M | $555.0M |
| Net Income | $228.0M | $313.0M | $306.0M |
| Op. Margin | - | 14.9% | 15.5% |
| Net Margin | - | 9.1% | 8.6% |
| Balance Sheet | |||
| Total Assets | $11.2B | $12.5B | $13.2B |
| Equity | - | $3.8B | $4.1B |
| ROE | - | 8.2% | 7.4% |
| Per Share | |||
| EPS | $2.33 | $3.01 | $2.77 |
| Cash Flow | |||
| Operating CF | - | $778.0M | $1.1B |
| CapEx | $1.4B | $1.3B | $1.2B |
Source: XBRL data in PORTLAND GENERAL ELECTRIC CO /OR/ (POR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate POR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $3.41B |
| Q1 2026 | 38 | $3.35B |
| Q4 2025 | 32 | $2.71B |
| Q3 2025 | 34 | $2.44B |
| Q2 2025 | 32 | $2.10B |
| Q1 2025 | 30 | $1.76B |
| Q4 2024 | 25 | $1.23B |
| Q3 2024 | 23 | $733.3M |
- BlackRock+1.29M (+7%)
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- Bridgewater Associates LP+346.0K (+301%)
- Citadel Advisors LLC−1.43M (-89%)
- JPMorgan Chase & Co−226.5K (-14%)
- Goldman Sachs Group−157.4K (-15%)
- Prudential Financial−147.1K (-48%)
- BNY Mellon−54.7K (-4%)
- D.E. Shaw & Co−222.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 251 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
POR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| SC 13G | Jul 29, 2026 | - | - | |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
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POR SEC filings: frequently asked questions
Are POR insiders buying or selling?
In the last 90 days, PORTLAND GENERAL ELECTRIC CO /OR/ (POR) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $79,663 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold POR stock?
As of June 30, 2026, the largest PORTLAND GENERAL ELECTRIC CO /OR/ (POR) holders among the 13F filers tracked by SignalX were BlackRock ($970.2 million), Vanguard Portfolio Management LLC ($378.3 million), Vanguard Capital Management LLC ($271.4 million), State Street Corp ($262.8 million), AQR Capital Management ($246.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was POR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PORTLAND GENERAL ELECTRIC CO /OR/ (POR) reported revenue of $3.6 billion (up 4.0% from FY2024) and net income of $306.0 million. Diluted EPS was $2.77. The figures come from the XBRL data in the 10-K.
What are the main risks in POR's latest 10-K?
In the 10-K filed February 17, 2026, PORTLAND GENERAL ELECTRIC CO /OR/ (POR) flagged: Regulatory risk from inflation and financing cost impacts on capital expenditures estimates through 2030. Macroeconomic exposure to inflation affecting material and labor costs for $1.7B capital expenditures in 2026. (AI summary of the Risk Factors section.)
What did POR report in its latest 8-K?
PORTLAND GENERAL ELECTRIC CO /OR/ (POR) filed an 8-K on September 28, 2026 reporting Item 8.01 (Other Events). OPUC approved PGE’s proposed holding-company reorganization but imposed conditions exceeding the agreed stipulation.
What are the latest POR SEC filings?
PORTLAND GENERAL ELECTRIC CO /OR/ (POR) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on July 28, 2026.
What is POR's SEC CIK number?
PORTLAND GENERAL ELECTRIC CO /OR/ (POR)'s SEC Central Index Key (CIK) is 784977. EDGAR lists every POR filing under that number.
Ask anything about POR
The research agent reads POR's filings, financials, insider trades and 13F holders, then answers with sources.