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

Cascade 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
2023 Q2	–	Sell	-727	Closed	-$35.5K	–	188
2023 Q1	$35.5K	Buy	+727	New	+$34.7K	0.03%	157
2022 Q3	–	Sell	-727	Closed	-$35.1K	–	186
2022 Q2	$35.1K	Hold	727	–	–	0.03%	167
2022 Q1	$40.1K	Hold	727	–	–	0.02%	177
2021 Q4	$38.5K	Hold	727	–	–	0.02%	179
2021 Q3	$34.2K	Hold	727	–	–	0.02%	178
2021 Q2	$33.5K	Hold	727	–	–	0.02%	184
2021 Q1	$34.5K	Hold	727	–	–	0.02%	177
2020 Q4	$31.1K	Hold	727	–	–	0.02%	180
2020 Q3	$25.8K	Hold	727	–	–	0.02%	180
2020 Q2	$30.4K	Hold	727	–	–	0.03%	168
2020 Q1	$34.9K	Hold	727	–	–	0.04%	152
2019 Q4	$40.6K	Hold	727	–	–	0.03%	163
2019 Q3	$41K	Hold	727	–	–	0.03%	159
2019 Q2	$39.4K	Hold	727	–	–	0.03%	152
2019 Q1	$37.7K	Hold	727	–	–	0.03%	147
2018 Q4	$33.3K	Hold	727	–	–	0.03%	145
2018 Q3	$33.2K	Sell	727 -125	-15%	-$5.69K	0.03%	145
2018 Q2	$36.4K	Buy	+852	New	+$35.1K	0.03%	138

Other funds holding POR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cascade Investment Advisors's POR Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Portland General Electric (POR) in Q2 2023, closing a stake of 727 shares — an estimated $35.5K sold.

Cascade Investment Advisors first reported a position in POR in Q2 2018 and held it in 18 quarters. The position peaked at $41K in Q3 2019. 369 funds tracked by Wall St. Rank hold POR as of Q2 2023.

Cascade Investment Advisors reported no remaining Portland General Electric position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 727 Portland General Electric shares in Q2 2023, an estimated $35.5K.
Cascade Investment Advisors first reported a position in Portland General Electric in Q2 2018 and held it in 18 quarters.
Cascade Investment Advisors's Portland General Electric position peaked at $41K in Q3 2019.
369 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.