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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

HHAM

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

JP Morgan Chase New York $1.81T AUM 41.13% 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. 465 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.
465 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.