Rothwell Investment Advisors, LLC’s Portland General Electric POR Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio POR Stock Details POR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.1K	Buy	+227	New	+$11.3K	0.01%	772

Other funds holding POR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Rothwell Investment Advisors, LLC's POR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Portland General Electric (POR) in Q3 2026: 227 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings.

213 funds tracked by Wall St. Rank hold POR as of Q3 2026.

Rothwell Investment Advisors, LLC held 227 shares of Portland General Electric worth $10.1K as of Q3 2026.
Portland General Electric was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Portland General Electric made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #772 holding.
213 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.