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Kapitalo Investimentos’s Portland General Electric POR Stock Holding History

Kapitalo Investimentos’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
-4,553
Closed -$218K – 338
2024
Q3 		$218K Buy
+4,553
New +$213K 0.05% 142
2024
Q2 		– Sell
-7,339
Closed -$308K – 274
2024
Q1 		$308K Buy
7,339
+2,910
+66% +$120K 0.07% 163
2023
Q4 		$192K Buy
+4,429
New +$184K 0.04% 282
2023
Q3 		– Sell
-12,207
Closed -$572K – 663
2023
Q2 		$572K Buy
12,207
+8,171
+202% +$404K 0.11% 71
2023
Q1 		$197K Buy
+4,036
New +$193K 0.06% 165

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kapitalo Investimentos's POR Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Portland General Electric (POR) in Q4 2024, closing a stake of 4,553 shares — an estimated $218K sold.

Kapitalo Investimentos first reported a position in POR in Q1 2023 and held it in 5 quarters. The position peaked at $572K in Q2 2023. 449 funds tracked by Wall St. Rank hold POR as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Portland General Electric position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,553 Portland General Electric shares in Q4 2024, an estimated $218K.
  • Kapitalo Investimentos first reported a position in Portland General Electric in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Portland General Electric position peaked at $572K in Q2 2023.
  • 449 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.