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Bogart Wealth LLC’s Portland General Electric POR Stock Holding History

Bogart Wealth LLC’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 		$3.96K Hold
75
– – ﹤0.01% 1125
2025
Q4 		$3.6K Hold
75
– – ﹤0.01% 1064
2025
Q3 		$3.3K Hold
75
– – ﹤0.01% 1049
2025
Q2 		$3.05K Hold
75
– – ﹤0.01% 1034
2025
Q1 		$3.35K Sell
75
-9
-11% -$386 ﹤0.01% 981
2024
Q4 		$3.66K Buy
84
+9
+12% +$419 ﹤0.01% 959
2024
Q3 		$3.59K Hold
75
– – ﹤0.01% 886
2024
Q2 		$3.24K Hold
75
– – ﹤0.01% 865
2024
Q1 		$3.15K Hold
75
– – ﹤0.01% 848
2023
Q4 		$3.25K Hold
75
– – ﹤0.01% 829
2023
Q3 		$3.04K Hold
75
– – ﹤0.01% 824
2023
Q2 		$3.51K Hold
75
– – ﹤0.01% 791
2023
Q1 		$3.67K Buy
+75
New +$3.58K ﹤0.01% 791

Other funds holding POR

BlackRock
BlackRock New York $5.7T 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 $121B 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