Cerity Partners
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Cerity Partners’s Portland General Electric POR Stock Holding History

Cerity Partners’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 		$9.95M Buy
192,035
+26,994
+16% +$1.37M 0.01% 773
2026
Q1 		$8.71M Buy
165,041
+26,614
+19% +$1.37M 0.01% 764
2025
Q4 		$6.64M Buy
138,427
+10,626
+8% +$502K 0.01% 819
2025
Q3 		$5.62M Buy
127,801
+29,940
+31% +$1.26M 0.01% 804
2025
Q2 		$3.98M Buy
97,861
+11,966
+14% +$502K 0.01% 914
2025
Q1 		$3.83M Buy
85,895
+40,329
+89% +$1.73M 0.01% 837
2024
Q4 		$2.17M Sell
45,566
-3,882
-8% -$181K ﹤0.01% 1073
2024
Q3 		$2.37M Buy
49,448
+13,519
+38% +$633K 0.01% 1018
2024
Q2 		$1.55M Sell
35,929
-9,437
-21% -$407K ﹤0.01% 1029
2024
Q1 		$1.91M Buy
45,366
+6,979
+18% +$287K 0.01% 990
2023
Q4 		$1.66M Sell
38,387
-2,595
-6% -$108K 0.01% 815
2023
Q3 		$1.66M Sell
40,982
-1,562
-4% -$70.8K 0.01% 628
2023
Q2 		$1.99M Buy
+42,544
New +$2.11M 0.01% 735
2017
Q4 		– Sell
-4,642
Closed -$212K – 588
2017
Q3 		$212K Buy
+4,642
New +$214K 0.02% 528

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerity Partners's POR Position: Q2 2026 in Review

Cerity Partners increased its Portland General Electric (POR) stake by 16% in Q2 2026, buying an estimated $1.37M and bringing the position to 192,035 shares worth $9.95M. The position accounts for 0.01% of the portfolio, ranked #773.

Cerity Partners first reported a position in POR in Q3 2017 and has held it in 14 quarters since. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Cerity Partners held 192,035 shares of Portland General Electric worth $9.95M as of Q2 2026.
  • Cerity Partners bought 26,994 Portland General Electric shares in Q2 2026, an estimated $1.37M.
  • Portland General Electric made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #773 holding.
  • Cerity Partners first reported a position in Portland General Electric in Q3 2017 and has held it in 14 quarters since.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.