Level Four Advisory Services’s Portland General Electric POR Stock Holding History

Level Four Advisory Services’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	$1.54M	Sell	29,236 -5,798	-17%	-$298K	0.05%	337
2025 Q4	$1.68M	Sell	35,034 -4,389	-11%	-$207K	0.06%	312
2025 Q3	$1.73M	Sell	39,423 -365	-0.9%	-$15.3K	0.06%	300
2025 Q2	$1.62M	Buy	39,788 +3,102	+8%	+$130K	0.06%	288
2025 Q1	$1.64M	Sell	36,686 -2,465	-6%	-$106K	0.07%	270
2024 Q4	$1.71M	Buy	39,151 +4,948	+14%	+$230K	0.07%	258
2024 Q3	$1.62M	Buy	34,203 +4,960	+17%	+$232K	0.07%	265
2024 Q2	$1.26M	Buy	+29,243	New	+$1.26M	0.06%	285

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Level Four Advisory Services's POR Position: Q1 2026 in Review

Level Four Advisory Services reduced its Portland General Electric (POR) stake by 17% in Q1 2026, selling an estimated $298K and leaving 29,236 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #337.

Level Four Advisory Services first reported a position in POR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q3 2025. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

Level Four Advisory Services held 29,236 shares of Portland General Electric worth $1.54M as of Q1 2026.
Level Four Advisory Services sold 5,798 Portland General Electric shares in Q1 2026, an estimated $298K.
Portland General Electric made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #337 holding.
Level Four Advisory Services first reported a position in Portland General Electric in Q2 2024 and has held it in 8 quarters since.
Level Four Advisory Services's Portland General Electric position peaked at $1.73M in Q3 2025.
504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.