Jupiter Asset Management’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$943K	Buy	+17,873	New	+$918K	0.01%	436
2024 Q4	–	Sell	-94,068	Closed	-$4.51M	–	462
2024 Q3	$4.51M	Buy	+94,068	New	+$4.4M	0.04%	281
2023 Q4	–	Sell	-620,772	Closed	-$25.1M	–	521
2023 Q3	$25.1M	Buy	620,772 +118,751	+24%	+$5.38M	0.28%	105
2023 Q2	$23.5M	Buy	502,021 +336,684	+204%	+$16.7M	0.26%	117
2023 Q1	$8.08M	Sell	165,337 -25,635	-13%	-$1.22M	0.11%	195
2022 Q4	$9.36M	Buy	190,972 +83,061	+77%	+$3.85M	0.14%	181
2022 Q3	$4.69M	Sell	107,911 -57,335	-35%	-$2.93M	0.07%	249
2022 Q2	$7.99M	Buy	+165,246	New	+$8.22M	0.11%	205
2021 Q1	–	Sell	-527,066	Closed	-$22.5M	–	643
2020 Q4	$22.5M	Buy	527,066 +183,118	+53%	+$7.46M	0.23%	126
2020 Q3	$12.2M	Buy	+343,948	New	+$13.7M	0.13%	184