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Lloyd Advisory Services’s Portland General Electric POR Stock Holding History

Lloyd 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
Q2 		$2.75K Buy
+53
New +$2.69K ﹤0.01% 476
2026
Q1 		– Sell
-109
Closed -$5.23K – 1001
2025
Q4 		$5.23K Buy
+109
New +$5.15K ﹤0.01% 415
2022
Q2 		– Sell
-63
Closed -$3K – 427
2022
Q1 		$3K Buy
+63
New +$3.31K ﹤0.01% 488

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Lloyd Advisory Services's POR Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Portland General Electric (POR) in Q2 2026: 53 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in POR as recently as Q4 2025.

Lloyd Advisory Services first reported a position in POR in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.23K in Q4 2025. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Lloyd Advisory Services held 53 shares of Portland General Electric worth $2.75K as of Q2 2026.
  • Portland General Electric was a new Lloyd Advisory Services position in Q2 2026.
  • Portland General Electric made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #476 holding.
  • Lloyd Advisory Services first reported a position in Portland General Electric in Q1 2022 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Portland General Electric position peaked at $5.23K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.