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 $)
Hotchkis & Wiley Capital Management United States 34.35 34.35
StanCorp Financial United States 7.00 7.00
AQR Capital Management United States 2.64 2.64
Diversified Trust United States 0.59 0.59
Tower Research Capital United States 0.36 0.36
Cascade Investment Advisors United States 0.03 0.03
Penn Mutual United States 1.69 1.69
Bailard United States 0.44 0.44
Ferguson Wellman Capital Management United States 0.29 0.29
Manchester Capital Management United States 0.01 0.01
Prudential Financial (US) United States 6.85 7.20 14.05
NewEdge Capital United States 0.17 0.17
HC Financial Advisors United States 0.00 0.00
Equitable Holdings United States 5.50 39.70 45.20
TA Associates United States 9.34 9.34
Citigroup United States 0.79 0.79
Signaturefd United States 0.06 0.06
Jacobs Levy Equity Management United States 33.42 33.42
The Burney Company United States 6.92 6.92
DuPont Capital Management United States 2.57 2.57
Engineers Gate Manager United States 0.36 0.36
Kopernik Global Investors United States 0.03 0.03
BlackRock United States 435.59 1.70 437.29
CNO Financial Group United States 19.50 19.50
Hightower Advisors United States 0.29 0.29
TCI Wealth Advisors United States 0.01 0.01
Principal Financial Group United States 43.28 49.50 92.78
Southern Farm Bureau Life Insurance United States 5.00 5.00
Captrust Financial Advisors United States 0.17 0.17
First Horizon United States 0.00 0.00
Charles Schwab United States 45.14 45.14
Phocas Financial United States 3.63 3.63
Oppenheimer Holdings United States 0.79 0.79
Tompkins Financial United States 0.06 0.06
Driehaus Capital Holdings United States 6.86 6.86
Adalta Capital Management United States 2.39 2.39
Amalgamated Bank (New York) United States 0.55 0.55
New York State Teachers' Retirement System (NYSTRS) United States 0.36 0.36
Neo Ivy Capital Management United States 0.03 0.03
Vanguard United States 434.85 434.85
National Life Group United States 17.60 17.60
The Connable Office United States 0.27 0.27
Rockefeller & Co. United States 0.01 0.01
Modern Woodmen of America United States 13.00 13.00
Granahan Investment Management United States 4.99 4.99
Johnson Investment Counsel United States 1.17 1.17
Arlington Partners United States 0.15 0.15
Howe and Rusling United States 0.00 0.00
Dimensional Fund Advisors United States 44.82 44.82
ProShare Advisors United States 9.20 9.20
Trexquant Investment United States 0.79 0.79
Berman Capital Advisors United States 0.06 0.06
Global Retirement Partners United States 0.06 0.06
Miller/Howard Investments United States 31.17 31.17
SIG Susquehanna United States 6.51 6.51
Huber Capital Management United States 2.33 2.33
Quantinno Capital United States 0.34 0.34
GenCap Portfolio Management United States 0.03 0.03
TIAA United States 33.29 344.00 377.29
Cuna Mutual Group United States 17.00 17.00
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
Farm Credit Services Commercial Finance Group United States 277,50 277,50
Wells Fargo United States 270,75 270,75
Northern Trust United States 85,00 85,00
Barclays United Kingdom 200,00 214,50 414,50
BNP Paribas France 165,00 165,00