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Grey Fox Wealth Advisors’s Portland General Electric POR Stock Holding History

Grey Fox Wealth Advisors’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
-12
Closed -$547 – 481
2025
Q3 		$547 Buy
+12
New +$504 ﹤0.01% 596
2023
Q2 		– Sell
-11
Closed -$543 – 409
2023
Q1 		$543 Hold
11
– – ﹤0.01% 494
2022
Q4 		$539 Buy
+11
New +$510 ﹤0.01% 371

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

Grey Fox Wealth Advisors's POR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Portland General Electric (POR) in Q4 2025, closing a stake of 12 shares — an estimated $547 sold.

Grey Fox Wealth Advisors first reported a position in POR in Q4 2022 and held it in 3 quarters. The position peaked at $547 in Q3 2025. 463 funds tracked by Wall St. Rank hold POR as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Portland General Electric position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 12 Portland General Electric shares in Q4 2025, an estimated $547.
  • Grey Fox Wealth Advisors first reported a position in Portland General Electric in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Portland General Electric position peaked at $547 in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.