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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

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 $3.37T AUM 44.26% 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

LRI Investments's POR Position: Q2 2026 in Review

LRI Investments increased its Portland General Electric (POR) stake by 7.5% in Q2 2026, buying an estimated $2.18K and bringing the position to 616 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

LRI Investments first reported a position in POR in Q1 2024 and has held it in 10 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • LRI Investments held 616 shares of Portland General Electric worth $31.9K as of Q2 2026.
  • LRI Investments bought 43 Portland General Electric shares in Q2 2026, an estimated $2.18K.
  • Portland General Electric made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #641 holding.
  • LRI Investments first reported a position in Portland General Electric in Q1 2024 and has held it in 10 quarters since.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.