BFEC
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Benjamin F. Edwards & Company’s Portland General Electric POR Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$107K Buy
2,469
+413
+20% +$17.8K ﹤0.01% 1094
2024
Q1 		$86K Buy
2,056
+78
+4% +$3.21K ﹤0.01% 1140
2023
Q4 		$86K Buy
+1,978
New +$82.1K ﹤0.01% 1116

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's POR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Portland General Electric (POR) stake by 20% in Q2 2024, buying an estimated $17.8K and bringing the position to 2,469 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Benjamin F. Edwards & Company first reported a position in POR in Q4 2023 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold POR as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,469 shares of Portland General Electric worth $107K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 413 Portland General Electric shares in Q2 2024, an estimated $17.8K.
  • Portland General Electric made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1094 holding.
  • Benjamin F. Edwards & Company first reported a position in Portland General Electric in Q4 2023 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.