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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return