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Atria Investments’s Portland General Electric POR Stock Holding History

Atria Investments’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
Q2 		$1.27M Buy
24,407
+2,174
+10% +$110K 0.01% 985
2026
Q1 		$1.17M Buy
22,233
+8,503
+62% +$437K 0.01% 974
2025
Q4 		$659K Sell
13,730
-223
-2% -$10.5K 0.01% 1291
2025
Q3 		$614K Sell
13,953
-9,625
-41% -$404K 0.01% 1313
2025
Q2 		$958K Buy
23,578
+4,127
+21% +$173K 0.01% 1061
2025
Q1 		$867K Buy
19,451
+10,424
+115% +$447K 0.01% 1061
2024
Q4 		$394K Sell
9,027
-1,337
-13% -$62.2K ﹤0.01% 1442
2024
Q3 		$496K Sell
10,364
-1,116
-10% -$52.2K 0.01% 1319
2024
Q2 		$496K Buy
+11,480
New +$495K 0.01% 1304

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Investments's POR Position: Q2 2026 in Review

Atria Investments increased its Portland General Electric (POR) stake by 9.8% in Q2 2026, buying an estimated $110K and bringing the position to 24,407 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #985.

Atria Investments first reported a position in POR in Q2 2024 and has held it in 9 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Atria Investments held 24,407 shares of Portland General Electric worth $1.27M as of Q2 2026.
  • Atria Investments bought 2,174 Portland General Electric shares in Q2 2026, an estimated $110K.
  • Portland General Electric made up 0.01% of Atria Investments's portfolio in Q2 2026, its #985 holding.
  • Atria Investments first reported a position in Portland General Electric in Q2 2024 and has held it in 9 quarters since.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.