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Kingswood Wealth Advisors’s Portland General Electric POR Stock Holding History

Kingswood Wealth Advisors’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
2025
Q4 		– Sell
-7,348
Closed -$323K – 900
2025
Q3 		$323K Sell
7,348
-2,339
-24% -$98.2K 0.02% 603
2025
Q2 		$394K Buy
9,687
+3,888
+67% +$163K 0.03% 487
2025
Q1 		$259K Buy
+5,799
New +$249K 0.02% 595

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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingswood Wealth Advisors's POR Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Portland General Electric (POR) in Q4 2025, closing a stake of 7,348 shares — an estimated $323K sold.

Kingswood Wealth Advisors first reported a position in POR in Q1 2025 and held it in 3 quarters. The position peaked at $394K in Q2 2025. 464 funds tracked by Wall St. Rank hold POR as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Portland General Electric position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,348 Portland General Electric shares in Q4 2025, an estimated $323K.
  • Kingswood Wealth Advisors first reported a position in Portland General Electric in Q1 2025 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Portland General Electric position peaked at $394K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.