Empower Advisory Group’s Portland General Electric POR Stock Holding History

Empower Advisory Group’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
2025 Q2	–	Sell	-6,087	Closed	-$271K	–	518
2025 Q1	$271K	Sell	6,087 -637,463	-99%	-$27.3M	﹤0.01%	416
2024 Q4	$28.1M	Buy	643,550 +18,473	+3%	+$860K	0.09%	125
2024 Q3	$29.9M	Sell	625,077 -60,858	-9%	-$2.85M	0.1%	120
2024 Q2	$29.7M	Buy	685,935 +33,148	+5%	+$1.43M	0.11%	119
2024 Q1	$27.4M	Buy	652,787 +56,543	+9%	+$2.33M	0.1%	119
2023 Q4	$25.8M	Buy	596,244 +36,997	+7%	+$1.54M	0.1%	121
2023 Q3	$22.6M	Buy	559,247 +23,534	+4%	+$1.07M	0.1%	121
2023 Q2	$25.1M	Buy	535,713 +7,610	+1%	+$377K	0.11%	124
2023 Q1	$25.7M	Buy	+528,103	New	+$25.2M	0.12%	124

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Empower Advisory Group's POR Position: Q2 2025 in Review

Empower Advisory Group sold out of Portland General Electric (POR) in Q2 2025, closing a stake of 6,087 shares — an estimated $271K sold.

Empower Advisory Group first reported a position in POR in Q1 2023 and held it in 9 quarters. The position peaked at $29.9M in Q3 2024. 424 funds tracked by Wall St. Rank hold POR as of Q2 2025.

Empower Advisory Group reported no remaining Portland General Electric position as of Q2 2025 after selling out during the quarter.
Empower Advisory Group sold 6,087 Portland General Electric shares in Q2 2025, an estimated $271K.
Empower Advisory Group first reported a position in Portland General Electric in Q1 2023 and held it in 9 quarters.
Empower Advisory Group's Portland General Electric position peaked at $29.9M in Q3 2024.
424 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2025.

Based on Empower Advisory Group's 13F filing for Q2 2025, filed 8 Aug 2025.