Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CIA
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
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
AIP
Atlas Infrastructure Partners
London, United Kingdom
$2.84B AUM
4.75%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close