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Avion Wealth’s Portland General Electric POR Stock Holding History

Avion Wealth’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
Q3 		– Sell
-12
Closed – – 1635
2026
Q2 		$0 Hold
12
– – ﹤0.01% 1667
2026
Q1 		$0 Hold
12
– – ﹤0.01% 1520
2025
Q4 		$0 Hold
12
– – ﹤0.01% 1509
2025
Q3 		$0 Hold
12
– – ﹤0.01% 1470
2025
Q2 		$0 Hold
12
– – ﹤0.01% 1511
2025
Q1 		$0 Buy
+12
New +$515 ﹤0.01% 1288
2024
Q4 		– Sell
-12
Closed – – 1225
2024
Q3 		$0 Buy
+12
New +$562 ﹤0.01% 1263
2023
Q4 		– Sell
-13
Closed – – 1289
2023
Q3 		$0 Buy
+13
New +$589 ﹤0.01% 1114
2023
Q2 		– Sell
-17
Closed – – 967
2023
Q1 		$0 Buy
+17
New +$812 ﹤0.01% 723

Other funds holding POR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Avion Wealth's POR Position: Q3 2026 in Review

Avion Wealth sold out of Portland General Electric (POR) in Q3 2026, closing a stake of 12 shares.

Avion Wealth first reported a position in POR in Q1 2023 and held it in 9 quarters. The position peaked at $0 in Q2 2026. 213 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Avion Wealth reported no remaining Portland General Electric position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 12 Portland General Electric shares in Q3 2026.
  • Avion Wealth first reported a position in Portland General Electric in Q1 2023 and held it in 9 quarters.
  • Avion Wealth's Portland General Electric position peaked at $0 in Q2 2026.
  • 213 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.