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Portland General Electric Company entered into a stipulation with Staff of the Public Utility Commission of Oregon in Docket UM 2385 recommending approval of PGE’s application to implement a holding company structure. The stipulation resolves issues between PGE and OPUC Staff, subject to review and approval by the Commission.
The stipulation includes a $45 million monetary commitment, with $40 million to be provided as a rate credit to customers over three years and $5 million directed to community-based renewable energy projects, arrearage management programs, workforce development for clean energy trades, and access to natural features in Oregon. PGE agrees to multiple enforceable commitments, including limits on seeking rate recovery of acquisition premiums and related costs, restrictions on funding or asset transfers above $1 million to certain subsidiaries without OPUC approval, maintaining service quality and separate credit ratings, keeping PGE’s common equity at or above 45%, maintaining interest coverage and a qualified asset pool to support First Mortgage Bonds, holding customers harmless from certain holding company-related costs, creating a Golden Share of preferred stock to protect in a holding company bankruptcy, providing regulatory access to books and records, and honoring existing labor agreements. The procedural schedule targets an OPUC decision on August 25, 2026. FERC has approved the structure, and formation of the holding company also requires shareholder approval via a special meeting planned for 2026.
Vanguard Capital Management LLC, together with certain affiliates, reports beneficial ownership of Portland General Electric Co common stock on a Schedule 13G. The group holds 6,187,990 shares, representing 5.34% of the class, as of June 30, 2026.
Vanguard has sole voting power over 950,974 shares and sole dispositive power over all 6,187,990 shares, with no shared voting or dispositive power. The holdings include securities held by various Vanguard funds and managed accounts for which Vanguard exercises voting and/or dispositive authority, and no single other person’s interest exceeds 5% of the class.
Portland General Electric Company reported second quarter 2026 GAAP net income of $68 million, or $0.59 per diluted share, on revenues of $814 million. Non‑GAAP net income was $74 million, or $0.64 per diluted share, compared with $73 million, or $0.66, a year earlier.
Performance reflected industrial load growth of 11.2% while residential and commercial loads were relatively flat, lower operations and maintenance expense, and higher depreciation, interest and power costs tied to continued capital investment. Management stated results were consistent with expectations and reaffirmed full‑year 2026 adjusted EPS guidance of $3.33 to $3.53 per diluted share.
Regulatory developments included approval of a New Large Load Tariff that raises data‑center and other large‑load prices by about 30% while lowering rates for other customers, plans to file a 2027 general rate case targeting an overall 4.8% price increase partly offset by a forecast 2.4% reduction in net variable power costs, and continued progress on a proposed holding‑company structure and Washington utility acquisition. The board approved a quarterly dividend of 55.125 cents per share, payable on or before October 15, 2026.
Portland General Electric reported Q2 2026 total revenues of $814 million and net income of $68 million, or $0.59 per diluted share, modestly above Q2 2025. For the first six months, total revenues were $1,693 million and net income declined to $113 million from $162 million, with diluted EPS of $0.97 versus $1.47.
Total assets were $13,643 million and long‑term debt was $4,928 million as of June 30, 2026, while shareholders’ equity was $4,123 million. Operating cash flow for the first half was $488 million, down from $567 million, alongside $650 million of capital expenditures.
The company is pursuing a $1.9 billion cash acquisition of PacifiCorp’s Washington regulated retail business, covering about 140,000 customers, to be financed through a mix of debt, equity and up to $600 million from minority partner Manulife. PGE also recorded a $20 million liability tied to its share of Portland Harbor Superfund remediation, deferred under its regulatory recovery mechanism, and continues to defer significant storm, reliability and wildfire mitigation costs subject to regulatory review.
ClearBridge Investments entities report a significant ownership position in Portland General Electric common stock. ClearBridge Investments, LLC, ClearBridge Investments Limited, and ClearBridge Investments (North America) Pty Ltd collectively report beneficial ownership of 6,363,146 shares of Portland General Electric Company common stock, representing 5.5% of the class as of June 30, 2026.
Across these entities, there is sole voting power over 196,691; 5,440,815; and 653,269 shares, respectively, and no shared voting power. Sole dispositive power is reported over 196,902; 5,512,975; and 653,269 shares, with no shared dispositive power. The shares are held for investment management clients of the ClearBridge entities, which are indirect wholly owned subsidiaries of Franklin Resources, Inc. The filing explains that voting and investment powers are exercised independently from Franklin Resources and its other affiliates, and ClearBridge disclaims any pecuniary interest and beneficial ownership beyond what is attributed under Rule 13d-3.
Portland General Electric Co director Patricia Salas Pineda received a grant of 3,073 shares of common stock on July 24, 2026 as an annual non-employee director equity award. The award shares are fully vested and were valued at the closing market price of $52.05 per share. Following this grant, Pineda directly holds 15,266 shares of Portland General Electric common stock. The transaction was reported as a grant/award acquisition, not an open-market purchase, and was not made under a Rule 10b5-1 trading plan.
Portland General Electric Company reported that director John H. O'Leary acquired 3,073 shares of common stock on July 24, 2026, as a fully vested annual non-employee director equity award at $52.05 per share, increasing his direct holdings to 11,972 shares.
Millegan Michael reported acquisition or exercise transactions in this Form 4 filing.
Portland General Electric granted director Michael Millegan 3,073 shares of common stock on July 24, 2026 as a fully vested annual non-employee director equity award, valued at the $52.05 closing market price per share that day. Following this grant, he directly owns 23,763 shares of the company’s common stock.
Portland General Electric director Michael A. Lewis reported two Common Stock transactions. On July 24, 2026 he acquired 3,073 fully vested shares as an annual non-employee director equity award at the closing price of $52.05 per share. On July 27, 2026 he sold 1,537 shares at $51.83 per share in an open-market or private transaction, with the trades effected under a Rule 10b5-1 trading plan.
Portland General Electric director Robert N. Hoglund acquired 3,073 shares of common stock on July 24, 2026 as a fully vested annual non-employee director equity award at $52.0500 per share, increasing his direct holdings to 5,592 shares. The Rule 10b5-1 trading-plan checkbox was not marked.