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Freestone Grove Partners’s Portland General Electric POR Stock Holding History

Freestone Grove 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
2025
Q4 		– Sell
-508,884
Closed -$22.4M – 893
2025
Q3 		$22.4M Buy
+508,884
New +$21.4M 0.17% 188
2025
Q1 		– Sell
-8,403
Closed -$367K – 745
2024
Q4 		$367K Buy
+8,403
New +$391K ﹤0.01% 430

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freestone Grove Partners's POR Position: Q4 2025 in Review

Freestone Grove Partners sold out of Portland General Electric (POR) in Q4 2025, closing a stake of 508,884 shares — an estimated $22.4M sold.

Freestone Grove Partners first reported a position in POR in Q4 2024 and held it in 2 quarters. The position peaked at $22.4M in Q3 2025. 463 funds tracked by Wall St. Rank hold POR as of Q4 2025.

  • Freestone Grove Partners reported no remaining Portland General Electric position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 508,884 Portland General Electric shares in Q4 2025, an estimated $22.4M.
  • Freestone Grove Partners first reported a position in Portland General Electric in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Portland General Electric position peaked at $22.4M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.