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IFS Advisors’s Portland General Electric POR Stock Holding History

IFS 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
Q2 		– Sell
-200
Closed -$8.92K – 196
2025
Q1 		$8.92K Hold
200
– – 0.01% 105
2024
Q4 		$8.72K Buy
+200
New +$9.31K 0.01% 99

Other funds holding POR

BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFS Advisors's POR Position: Q2 2025 in Review

IFS Advisors sold out of Portland General Electric (POR) in Q2 2025, closing a stake of 200 shares — an estimated $8.92K sold.

IFS Advisors first reported a position in POR in Q4 2024 and held it in 2 quarters. The position peaked at $8.92K in Q1 2025. 425 funds tracked by Wall St. Rank hold POR as of Q2 2025.

  • IFS Advisors reported no remaining Portland General Electric position as of Q2 2025 after selling out during the quarter.
  • IFS Advisors sold 200 Portland General Electric shares in Q2 2025, an estimated $8.92K.
  • IFS Advisors first reported a position in Portland General Electric in Q4 2024 and held it in 2 quarters.
  • IFS Advisors's Portland General Electric position peaked at $8.92K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2025.

Based on IFS Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.