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Custom Index Systems’s Portland General Electric POR Stock Holding History

Custom Index Systems’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 		$135K Sell
2,599
-1,561
-38% -$79.1K 0.05% 271
2026
Q1 		$220K Buy
+4,160
New +$214K 0.1% 235

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

Custom Index Systems's POR Position: Q2 2026 in Review

Custom Index Systems reduced its Portland General Electric (POR) stake by 38% in Q2 2026, selling an estimated $79.1K and leaving 2,599 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #271.

Custom Index Systems first reported a position in POR in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Custom Index Systems held 2,599 shares of Portland General Electric worth $135K as of Q2 2026.
  • Custom Index Systems sold 1,561 Portland General Electric shares in Q2 2026, an estimated $79.1K.
  • Portland General Electric made up 0.05% of Custom Index Systems's portfolio in Q2 2026, its #271 holding.
  • Custom Index Systems first reported a position in Portland General Electric in Q1 2026 and has held it in 2 quarters since.
  • Custom Index Systems's Portland General Electric position peaked at $220K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.