EP
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Edgestream Partners’s Portland General Electric POR Stock Holding History

Edgestream Partners’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
Q1 		$14.2M Buy
269,147
+150,449
+127% +$7.73M 0.47% 9
2025
Q4 		$5.7M Sell
118,698
-36,549
-24% -$1.73M 0.16% 204
2025
Q3 		$6.83M Sell
155,247
-151,586
-49% -$6.36M 0.2% 160
2025
Q2 		$12.5M Buy
306,833
+278,469
+982% +$11.7M 0.35% 33
2025
Q1 		$1.27M Sell
28,364
-12,675
-31% -$544K 0.04% 568
2024
Q4 		$1.79M Sell
41,039
-39,292
-49% -$1.83M 0.08% 423
2024
Q3 		$3.85M Buy
+80,331
New +$3.76M 0.17% 198
2024
Q2 		– Sell
-102,993
Closed -$4.33M – 996
2024
Q1 		$4.33M Buy
102,993
+77,185
+299% +$3.18M 0.22% 147
2023
Q4 		$1.12M Buy
+25,808
New +$1.07M 0.08% 409

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return