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LGT Financial Advisors’s Portland General Electric POR Stock Holding History

LGT Financial 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
Q3 		– Sell
-105
Closed -$4.26K – 584
2025
Q2 		$4.26K Buy
105
+1
+1% +$42 0.01% 310
2025
Q1 		$4.63K Sell
104
-575
-85% -$24.7K 0.01% 233
2024
Q4 		$29.6K Buy
679
+1
+0.1% +$47 0.07% 229
2024
Q3 		$32.5K Sell
678
-629
-48% -$29.4K 0.08% 186
2024
Q2 		$56.5K Sell
1,307
-2,056
-61% -$88.6K 0.12% 150
2024
Q1 		$141K Sell
3,363
-150
-4% -$6.18K 0.16% 146
2023
Q4 		$152K Buy
3,513
+62
+2% +$2.57K 0.19% 125
2023
Q3 		$140K Buy
+3,451
New +$156K 0.18% 127

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LGT Financial Advisors's POR Position: Q3 2025 in Review

LGT Financial Advisors sold out of Portland General Electric (POR) in Q3 2025, closing a stake of 105 shares — an estimated $4.26K sold.

LGT Financial Advisors first reported a position in POR in Q3 2023 and held it in 8 quarters. The position peaked at $152K in Q4 2023. 438 funds tracked by Wall St. Rank hold POR as of Q3 2025.

  • LGT Financial Advisors reported no remaining Portland General Electric position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 105 Portland General Electric shares in Q3 2025, an estimated $4.26K.
  • LGT Financial Advisors first reported a position in Portland General Electric in Q3 2023 and held it in 8 quarters.
  • LGT Financial Advisors's Portland General Electric position peaked at $152K in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.