Avantax Advisory Services’s Portland General Electric POR Stock Holding History

Avantax Advisory Services’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 Q2	$382K	Sell	9,407 -1,718	-15%	-$72.1K	﹤0.01%	1749
2025 Q1	$496K	Sell	11,125 -459	-4%	-$19.7K	﹤0.01%	1504
2024 Q4	$505K	Sell	11,584 -683	-6%	-$31.8K	﹤0.01%	1436
2024 Q3	$588K	Sell	12,267 -681	-5%	-$31.9K	﹤0.01%	1309
2024 Q2	$560K	Buy	+12,948	New	+$558K	﹤0.01%	1287

Other funds holding POR

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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

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

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

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

Avantax Advisory Services's POR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Portland General Electric (POR) stake by 15% in Q2 2025, selling an estimated $72.1K and leaving 9,407 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Avantax Advisory Services first reported a position in POR in Q2 2024 and has held it in 5 quarters since. The position peaked at $588K in Q3 2024. 425 funds tracked by Wall St. Rank hold POR as of Q2 2025.

Avantax Advisory Services held 9,407 shares of Portland General Electric worth $382K as of Q2 2025.
Avantax Advisory Services sold 1,718 Portland General Electric shares in Q2 2025, an estimated $72.1K.
Portland General Electric made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1749 holding.
Avantax Advisory Services first reported a position in Portland General Electric in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Portland General Electric position peaked at $588K in Q3 2024.
425 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.