Caerus Investment Advisors’s Portland General Electric POR Stock Holding History

Caerus Investment Advisors’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 Q2	$222K	Buy	+4,282	New	+$217K	0.07%	282

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caerus Investment Advisors's POR Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Portland General Electric (POR) in Q2 2026: 4,282 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #282 among its holdings.

502 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Caerus Investment Advisors held 4,282 shares of Portland General Electric worth $222K as of Q2 2026.
Portland General Electric was a new Caerus Investment Advisors position in Q2 2026.
Portland General Electric made up 0.07% of Caerus Investment Advisors's portfolio in Q2 2026, its #282 holding.
502 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.