Avalon Trust’s Portland General Electric POR Stock Holding History

Avalon Trust’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 Q1	–	Sell	-64	Closed	-$2.79K	–	492
2024 Q4	$2.79K	Buy	+64	New	+$2.98K	﹤0.01%	400

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Avalon Trust's POR Position: Q1 2025 in Review

Avalon Trust sold out of Portland General Electric (POR) in Q1 2025, closing a stake of 64 shares — an estimated $2.79K sold.

Avalon Trust first reported a position in POR in Q4 2024 and held it in 1 quarter. The position peaked at $2.79K in Q4 2024. 450 funds tracked by Wall St. Rank hold POR as of Q1 2025.

Avalon Trust reported no remaining Portland General Electric position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 64 Portland General Electric shares in Q1 2025, an estimated $2.79K.
Avalon Trust first reported a position in Portland General Electric in Q4 2024 and held it in 1 quarter.
Avalon Trust's Portland General Electric position peaked at $2.79K in Q4 2024.
450 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.