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CSM Advisors’s Portland General Electric POR Stock Holding History

CSM 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
2026
Q2 		$1.06M Buy
20,483
+147
+0.7% +$7.45K 0.02% 341
2026
Q1 		$1.07M Buy
20,336
+1,107
+6% +$56.9K 0.03% 331
2025
Q4 		$923K Sell
19,229
-711
-4% -$33.6K 0.03% 331
2025
Q3 		$878K Sell
19,940
-129,205
-87% -$5.42M 0.02% 340
2025
Q2 		$6.06M Buy
+149,145
New +$6.26M 0.18% 144

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

CSM Advisors's POR Position: Q2 2026 in Review

CSM Advisors increased its Portland General Electric (POR) stake by 0.72% in Q2 2026, buying an estimated $7.45K and bringing the position to 20,483 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #341.

CSM Advisors first reported a position in POR in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.06M in Q2 2025. 504 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • CSM Advisors held 20,483 shares of Portland General Electric worth $1.06M as of Q2 2026.
  • CSM Advisors bought 147 Portland General Electric shares in Q2 2026, an estimated $7.45K.
  • Portland General Electric made up 0.02% of CSM Advisors's portfolio in Q2 2026, its #341 holding.
  • CSM Advisors first reported a position in Portland General Electric in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Portland General Electric position peaked at $6.06M in Q2 2025.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.