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

Jupiter Asset Management’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
2026 Q2	$32.4M	Buy	625,627 +607,754	+3,400%	+$30.8M	0.16%	155
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

Other funds holding POR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Asset Management's POR Position: Q2 2026 in Review

Jupiter Asset Management increased its Portland General Electric (POR) stake by 3,400% in Q2 2026, buying an estimated $30.8M and bringing the position to 625,627 shares worth $32.4M. The position accounts for 0.16% of the portfolio, ranked #155.

Jupiter Asset Management first reported a position in POR in Q3 2020 and has held it in 11 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Jupiter Asset Management held 625,627 shares of Portland General Electric worth $32.4M as of Q2 2026.
Jupiter Asset Management bought 607,754 Portland General Electric shares in Q2 2026, an estimated $30.8M.
Portland General Electric made up 0.16% of Jupiter Asset Management's portfolio in Q2 2026, its #155 holding.
Jupiter Asset Management first reported a position in Portland General Electric in Q3 2020 and has held it in 11 quarters since.
504 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.