Finance Research on the Global Coal Exit List 2021

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Portland General Electric Co

(USA)

Total Investors: 6269.02 Shareholding: 4032.68 Bondholding: 2236.34
Total Banks: 2740.00 Loans: 2000.00 Underwritings: 740.00

Investor Country of HQ Shareholding (Mio $) Bondholding (Mio $) Total (Mio $)
Jones Financial Companies United States 0.00 0.00
M&R Capital Management United States 0.00 0.00
Newbridge Capital Management United States 0.00 0.00
Fourthought Financial United States 0.00 0.00
Innealta Capital United States 0.00 0.00
Shine Investment Advisory Services, Inc. United States 0.00 0.00
AUA Capital Management United States 0.00 0.00
Evoke Advisors United States 0.00 0.00
Sittner & Nelson United States 0.00 0.00
Concord Wealth Partners United States 0.00 0.00
Sonora Investment Management United States 0.00 0.00
L2 Asset Management United States 0.00 0.00
Cornerstone Advisors (WA) United States 0.00 0.00
Vigilant Capital Management United States 0.00 0.00
Prestige Wealth Management Group United States 0.00 0.00
Equitas Administração de Fundos de Investimento Brazil 0.00 0.00
O'Shaughnessy Asset Management United States 0.00 0.00
HC Financial Advisors United States 0.00 0.00
Stonebridge Capital Advisors United States 0.00 0.00
First Horizon United States 0.00 0.00
Atria Wealth Solutions United States 0.00 0.00
Howe and Rusling United States 0.00 0.00
Clarivest Asset Management United States 0.00 0.00
Versant Capital Management United States 0.01 0.01
The Patriot Financial Group United States 0.01 0.01
Lee Financial Company United States 0.01 0.01
Manchester Capital Management United States 0.01 0.01
TCI Wealth Advisors United States 0.01 0.01
Rockefeller & Co. United States 0.01 0.01
Guidance Point Advisors United States 0.01 0.01
Charter Oak Capital Management United States 0.01 0.01
Samsung Life Insurance South Korea 0.01 0.01
Carson Wealth United States 0.01 0.01
Pittenger & Anderson United States 0.01 0.01
McIlrath & Eck United States 0.01 0.01
Ellevest United States 0.01 0.01
Private Capital Group United States 0.01 0.01
Glassman Wealth Services United States 0.01 0.01
Omega Global Investors Australia 0.01 0.01
Quadrant Family Wealth Advisors United States 0.02 0.02
Steward Partners United States 0.02 0.02
Carroll Financial Associates United States 0.02 0.02
BOK Financial United States 0.02 0.02
Lindbrook Capital United States 0.02 0.02
GenCap Portfolio Management United States 0.03 0.03
Cascade Investment Advisors United States 0.03 0.03
Kopernik Global Investors United States 0.03 0.03
Neo Ivy Capital Management United States 0.03 0.03
Liberty Wealth Management United States 0.04 0.04
Toroso Investments United States 0.04 0.04
Focus Financial Partners United States 0.04 0.04
IMA Wealth United States 0.04 0.04
Loring, Wolcott & Coolidge United States 0.04 0.04
Allworth Financial United States 0.05 0.05
Metropole Gestion France 0.05 0.05
H. M. Payson & Co United States 0.05 0.05
C.M. Bidwell & Associates United States 0.05 0.05
Orix Corporation Japan 0.05 0.05
Mondrian Investment Partners United Kingdom 0.05 0.05
Mark Sheptoff Financial Planning United States 0.05 0.05
Bank Country of HQ Underwriting (Mio $) Loans (Mio $) Grand Total (Mio $)
US Bancorp United States 100,00 445,75 545,75
Bank of America United States 225,00 270,75 495,75
JPMorgan Chase United States 215,00 270,75 485,75
Barclays United Kingdom 200,00 214,50 414,50
Farm Credit Services Commercial Finance Group United States 277,50 277,50
Wells Fargo United States 270,75 270,75
BNP Paribas France 165,00 165,00
Northern Trust United States 85,00 85,00