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Key Financial Inc’s Portland General Electric POR Stock Holding History

Key Financial Inc’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
Q1 		$792 Hold
15
– – ﹤0.01% 1267
2025
Q4 		$720 Hold
15
– – ﹤0.01% 1290
2025
Q3 		$651 Hold
15
– – ﹤0.01% 1314
2025
Q2 		$609 Hold
15
– – ﹤0.01% 1309
2025
Q1 		$669 Hold
15
– – ﹤0.01% 1257
2024
Q4 		$654 Hold
15
– – ﹤0.01% 1262
2024
Q3 		$718 Hold
15
– – ﹤0.01% 1227
2024
Q2 		$649 Buy
+15
New +$646 ﹤0.01% 1225

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Key Financial Inc's POR Position: Q1 2026 in Review

Key Financial Inc held its Portland General Electric (POR) position steady in Q1 2026 at 15 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Key Financial Inc first reported a position in POR in Q2 2024 and has held it in 8 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Key Financial Inc held 15 shares of Portland General Electric worth $792 as of Q1 2026.
  • Key Financial Inc left its Portland General Electric share count unchanged in Q1 2026.
  • Portland General Electric made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1267 holding.
  • Key Financial Inc first reported a position in Portland General Electric in Q2 2024 and has held it in 8 quarters since.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.