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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.15M Sell
22,221
-7,015
-24% -$356K 0.03% 425
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

Level Four Advisory Services's POR Position: Q2 2026 in Review

Level Four Advisory Services reduced its Portland General Electric (POR) stake by 24% in Q2 2026, selling an estimated $356K and leaving 22,221 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #425.

Level Four Advisory Services first reported a position in POR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2025. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Level Four Advisory Services held 22,221 shares of Portland General Electric worth $1.15M as of Q2 2026.
  • Level Four Advisory Services sold 7,015 Portland General Electric shares in Q2 2026, an estimated $356K.
  • Portland General Electric made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #425 holding.
  • Level Four Advisory Services first reported a position in Portland General Electric in Q2 2024 and has held it in 9 quarters since.
  • Level Four Advisory Services's Portland General Electric position peaked at $1.73M in Q3 2025.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.