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Freedom Investment Management’s Portland General Electric POR Stock Holding History

Freedom Investment Management’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
Q1 		– Sell
-6,061
Closed -$264K – 801
2024
Q4 		$264K Buy
6,061
+1,683
+38% +$78.3K 0.02% 641
2024
Q3 		$210K Buy
+4,378
New +$205K 0.02% 701

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Investment Management's POR Position: Q1 2025 in Review

Freedom Investment Management sold out of Portland General Electric (POR) in Q1 2025, closing a stake of 6,061 shares — an estimated $264K sold.

Freedom Investment Management first reported a position in POR in Q3 2024 and held it in 2 quarters. The position peaked at $264K in Q4 2024. 450 funds tracked by Wall St. Rank hold POR as of Q1 2025.

  • Freedom Investment Management reported no remaining Portland General Electric position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,061 Portland General Electric shares in Q1 2025, an estimated $264K.
  • Freedom Investment Management first reported a position in Portland General Electric in Q3 2024 and held it in 2 quarters.
  • Freedom Investment Management's Portland General Electric position peaked at $264K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.