AllSquare Wealth Management’s Portland General Electric POR Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$64.7K	Buy	1,470 +600	+69%	+$25.2K	0.03%	211
2025 Q2	$35.3K	Buy	870 +117	+16%	+$4.91K	0.02%	260
2025 Q1	$33.6K	Hold	753	–	–	0.02%	256
2024 Q4	$32.8K	Hold	753	–	–	0.02%	255
2024 Q3	$36.1K	Hold	753	–	–	0.02%	246
2024 Q2	$32.6K	Hold	753	–	–	0.02%	256
2024 Q1	$31.6K	Hold	753	–	–	0.02%	256
2023 Q4	$32.6K	Buy	+753	New	+$31.3K	0.02%	253

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's POR Position: Q3 2025 in Review

AllSquare Wealth Management increased its Portland General Electric (POR) stake by 69% in Q3 2025, buying an estimated $25.2K and bringing the position to 1,470 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #211.

AllSquare Wealth Management first reported a position in POR in Q4 2023 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold POR as of Q3 2025.

AllSquare Wealth Management held 1,470 shares of Portland General Electric worth $64.7K as of Q3 2025.
AllSquare Wealth Management bought 600 Portland General Electric shares in Q3 2025, an estimated $25.2K.
Portland General Electric made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #211 holding.
AllSquare Wealth Management first reported a position in Portland General Electric in Q4 2023 and has held it in 8 quarters since.
438 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.