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 Q3	$669	Hold	15	–	–	﹤0.01%	1205
2026 Q2	$777	Hold	15	–	–	﹤0.01%	1234
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Key Financial Inc's POR Position: Q3 2026 in Review

Key Financial Inc held its Portland General Electric (POR) position steady in Q3 2026 at 15 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Key Financial Inc first reported a position in POR in Q2 2024 and has held it in 10 quarters since. The position peaked at $792 in Q1 2026. 214 funds tracked by Wall St. Rank hold POR as of Q3 2026.

Key Financial Inc held 15 shares of Portland General Electric worth $669 as of Q3 2026.
Key Financial Inc left its Portland General Electric share count unchanged in Q3 2026.
Portland General Electric made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1205 holding.
Key Financial Inc first reported a position in Portland General Electric in Q2 2024 and has held it in 10 quarters since.
Key Financial Inc's Portland General Electric position peaked at $792 in Q1 2026.
214 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.