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Householder Group Estate & Retirement Specialist’s Portland General Electric POR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-2
Closed – – 1010
2024
Q3 		$0 Buy
+2
New +$94 ﹤0.01% 1287
2024
Q2 		– Sell
-2
Closed -$84 – 1306
2024
Q1 		$84 Hold
2
– – ﹤0.01% 1239
2023
Q4 		$0 Hold
2
– – ﹤0.01% 1283
2023
Q3 		$81 Buy
+2
New +$91 ﹤0.01% 1266
2023
Q1 		$0 Buy
+2
New +$96 ﹤0.01% 1287
2022
Q4 		– Sell
-2
Closed – – 889
2022
Q3 		$0 Buy
+2
New +$102 ﹤0.01% 1175

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's POR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Portland General Electric (POR) in Q4 2024, closing a stake of 2 shares.

Householder Group Estate & Retirement Specialist first reported a position in POR in Q3 2022 and held it in 6 quarters. The position peaked at $84 in Q1 2024. 449 funds tracked by Wall St. Rank hold POR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Portland General Electric position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2 Portland General Electric shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Portland General Electric in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Portland General Electric position peaked at $84 in Q1 2024.
  • 449 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.