Atlas Infrastructure Partners’s Portland General Electric POR Stock Holding History

Atlas Infrastructure Partners’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 Q1	–	Sell	-1,938,334	Closed	-$93M	–	10
2025 Q4	$93M	Sell	1,938,334 -2,444,158	-56%	-$115M	4.66%	8
2025 Q3	$193M	Sell	4,382,492 -1,076,766	-20%	-$45.2M	10.36%	6
2025 Q2	$222M	Buy	5,459,258 +1,058,623	+24%	+$44.4M	15.79%	4
2025 Q1	$196M	Buy	4,400,635 +2,736,811	+164%	+$117M	13.8%	5
2024 Q4	$72.6M	Sell	1,663,824 -1,488,658	-47%	-$69.3M	17.42%	3
2024 Q3	$151M	Sell	3,152,482 -102,230	-3%	-$4.78M	10.47%	5
2024 Q2	$141M	Sell	3,254,712 -2,427,189	-43%	-$105M	11.69%	5
2024 Q1	$239M	Buy	5,681,901 +153,586	+3%	+$6.33M	16.12%	4
2023 Q4	$240M	Buy	5,528,315 +346,502	+7%	+$14.4M	18.14%	3
2023 Q3	$210M	Buy	5,181,813 +724,064	+16%	+$32.8M	20.5%	2
2023 Q2	$209M	Buy	4,457,749 +1,845,375	+71%	+$91.3M	17.42%	3
2023 Q1	$128M	Buy	2,612,374 +1,946,766	+292%	+$93M	14.38%	4
2022 Q4	$32.6M	Buy	+665,608	New	+$30.8M	6.71%	5

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Atlas Infrastructure Partners's POR Position: Q1 2026 in Review

Atlas Infrastructure Partners sold out of Portland General Electric (POR) in Q1 2026, closing a stake of 1,938,334 shares — an estimated $93M sold.

Atlas Infrastructure Partners first reported a position in POR in Q4 2022 and held it in 13 quarters. The position peaked at $240M in Q4 2023. 508 funds tracked by Wall St. Rank hold POR as of Q1 2026.

Atlas Infrastructure Partners reported no remaining Portland General Electric position as of Q1 2026 after selling out during the quarter.
Atlas Infrastructure Partners sold 1,938,334 Portland General Electric shares in Q1 2026, an estimated $93M.
Atlas Infrastructure Partners first reported a position in Portland General Electric in Q4 2022 and held it in 13 quarters.
Atlas Infrastructure Partners's Portland General Electric position peaked at $240M in Q4 2023.
508 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Atlas Infrastructure Partners's 13F filing for Q1 2026, filed 15 May 2026.