Cerity Partners
POR icon

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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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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