Covestor
POR icon

Covestor’s Portland General Electric POR Stock Holding History

Covestor’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
Q3 		$119K Buy
2,650
+66
+3% +$3.28K 0.08% 275
2026
Q2 		$134K Sell
2,584
-361
-12% -$18.3K 0.08% 230
2026
Q1 		$156K Sell
2,945
-3,691
-56% -$190K 0.11% 145
2025
Q4 		$319K Sell
6,636
-112
-2% -$5.29K 0.17% 86
2025
Q3 		$297K Buy
6,748
+765
+13% +$32.1K 0.16% 85
2025
Q2 		$243K Sell
5,983
-1,806
-23% -$75.8K 0.14% 114
2025
Q1 		$347K Buy
7,789
+2,708
+53% +$116K 0.23% 38
2024
Q4 		$222K Buy
5,081
+903
+22% +$42K 0.14% 133
2024
Q3 		$200K Buy
4,178
+181
+5% +$8.47K 0.13% 174
2024
Q2 		$173K Sell
3,997
-101
-2% -$4.35K 0.11% 203
2024
Q1 		$172K Buy
4,098
+933
+29% +$38.4K 0.11% 219
2023
Q4 		$137K Sell
3,165
-629
-17% -$26.1K 0.09% 305
2023
Q3 		$153K Buy
3,794
+721
+23% +$32.7K 0.12% 208
2023
Q2 		$144K Buy
3,073
+2,854
+1,303% +$141K 0.11% 254
2023
Q1 		$11K Sell
219
-3,641
-94% -$174K 0.01% 1279
2022
Q4 		$189K Buy
3,860
+737
+24% +$34.1K 0.15% 130
2022
Q3 		$136K Buy
3,123
+1,109
+55% +$56.7K 0.12% 209
2022
Q2 		$97K Sell
2,014
-509
-20% -$25.3K 0.08% 439
2022
Q1 		$139K Buy
2,523
+1,974
+360% +$104K 0.09% 312
2021
Q4 		$29K Buy
+549
New +$27.4K 0.04% 763

Other funds holding POR

ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's POR Position: Q3 2026 in Review

Covestor increased its Portland General Electric (POR) stake by 2.6% in Q3 2026, buying an estimated $3.28K and bringing the position to 2,650 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #275.

Covestor first reported a position in POR in Q4 2021 and has held it in 20 quarters since. The position peaked at $347K in Q1 2025. 328 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Covestor held 2,650 shares of Portland General Electric worth $119K as of Q3 2026.
  • Covestor bought 66 Portland General Electric shares in Q3 2026, an estimated $3.28K.
  • Portland General Electric made up 0.08% of Covestor's portfolio in Q3 2026, its #275 holding.
  • Covestor first reported a position in Portland General Electric in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Portland General Electric position peaked at $347K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.