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City State Bank’s Portland General Electric POR Stock Holding History

City State Bank’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 		$111K Hold
2,135
– – 0.03% 276
2026
Q1 		$113K Hold
2,135
– – 0.03% 260
2025
Q4 		$102K Buy
2,135
+10
+0.5% +$472 0.03% 270
2025
Q3 		$93.5K Buy
2,125
+20
+1% +$840 0.03% 274
2025
Q2 		$85.5K Hold
2,105
– – 0.03% 284
2025
Q1 		$93.9K Hold
2,105
– – 0.03% 271
2024
Q4 		$91.8K Hold
2,105
– – 0.03% 262
2024
Q3 		$101K Buy
+2,105
New +$98.5K 0.04% 261

Other funds holding POR

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return