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Clearstead Trust’s Portland General Electric POR Stock Holding History

Clearstead Trust’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
2025
Q2 		– Sell
-94
Closed -$4.19K – 1530
2025
Q1 		$4.19K Buy
+94
New +$4.03K ﹤0.01% 639
2023
Q4 		– Sell
-166
Closed -$6.72K – 460
2023
Q3 		$6.72K Buy
+166
New +$7.53K ﹤0.01% 371

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Clearstead Trust's POR Position: Q2 2025 in Review

Clearstead Trust sold out of Portland General Electric (POR) in Q2 2025, closing a stake of 94 shares — an estimated $4.19K sold.

Clearstead Trust first reported a position in POR in Q3 2023 and held it in 2 quarters. The position peaked at $6.72K in Q3 2023. 424 funds tracked by Wall St. Rank hold POR as of Q2 2025.

  • Clearstead Trust reported no remaining Portland General Electric position as of Q2 2025 after selling out during the quarter.
  • Clearstead Trust sold 94 Portland General Electric shares in Q2 2025, an estimated $4.19K.
  • Clearstead Trust first reported a position in Portland General Electric in Q3 2023 and held it in 2 quarters.
  • Clearstead Trust's Portland General Electric position peaked at $6.72K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.