LI
POR icon

LRI Investments’s Portland General Electric POR Stock Holding History

LRI Investments’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 		$31.9K Buy
616
+43
+8% +$2.18K ﹤0.01% 641
2026
Q1 		$30.2K Hold
573
– – ﹤0.01% 604
2025
Q4 		$27.5K Sell
573
-81
-12% -$3.83K ﹤0.01% 645
2025
Q3 		$28.8K Hold
654
– – ﹤0.01% 644
2025
Q2 		$26.6K Buy
654
+70
+12% +$2.94K ﹤0.01% 652
2025
Q1 		$26K Buy
584
+101
+21% +$4.33K ﹤0.01% 628
2024
Q4 		$21.1K Buy
483
+84
+21% +$3.91K ﹤0.01% 653
2024
Q3 		$18.3K Sell
399
-144
-27% -$6.74K ﹤0.01% 667
2024
Q2 		$23.5K Buy
543
+441
+432% +$19K ﹤0.01% 580
2024
Q1 		$4.28K Buy
+102
New +$4.2K ﹤0.01% 657

Other funds holding POR

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return