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Criterion Capital Advisors’s Portland General Electric POR Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$11.5K Hold
267
– – 0.01% 240
2024
Q3 		$11.5K Hold
267
– – 0.01% 240
2024
Q2 		$11.5K Hold
267
– – 0.01% 240
2024
Q1 		$11.2K Sell
267
-13
-5% -$535 0.01% 250
2023
Q4 		$12.1K Buy
+280
New +$11.6K 0.01% 250

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Criterion Capital Advisors's POR Position: Q4 2024 in Review

Criterion Capital Advisors held its Portland General Electric (POR) position steady in Q4 2024 at 267 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #240.

Criterion Capital Advisors first reported a position in POR in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.1K in Q4 2023. 449 funds tracked by Wall St. Rank hold POR as of Q4 2024.

  • Criterion Capital Advisors held 267 shares of Portland General Electric worth $11.5K as of Q4 2024.
  • Criterion Capital Advisors left its Portland General Electric share count unchanged in Q4 2024.
  • Portland General Electric made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #240 holding.
  • Criterion Capital Advisors first reported a position in Portland General Electric in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Portland General Electric position peaked at $12.1K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.