MFG
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Menard Financial Group’s Portland General Electric POR Stock Holding History

Menard Financial Group’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
-5,868
Closed -$238K – 95
2025
Q2 		$238K Sell
5,868
-37
-0.6% -$1.55K 0.14% 85
2025
Q1 		$251K Buy
5,905
+257
+5% +$11K 0.17% 89
2024
Q4 		$246K Buy
5,648
+1,378
+32% +$64.1K 0.15% 99
2024
Q3 		$205K Buy
+4,270
New +$200K 0.13% 110

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Menard Financial Group's POR Position: Q3 2025 in Review

Menard Financial Group sold out of Portland General Electric (POR) in Q3 2025, closing a stake of 5,868 shares — an estimated $238K sold.

Menard Financial Group first reported a position in POR in Q3 2024 and held it in 4 quarters. The position peaked at $251K in Q1 2025. 438 funds tracked by Wall St. Rank hold POR as of Q3 2025.

  • Menard Financial Group reported no remaining Portland General Electric position as of Q3 2025 after selling out during the quarter.
  • Menard Financial Group sold 5,868 Portland General Electric shares in Q3 2025, an estimated $238K.
  • Menard Financial Group first reported a position in Portland General Electric in Q3 2024 and held it in 4 quarters.
  • Menard Financial Group's Portland General Electric position peaked at $251K in Q1 2025.
  • 438 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2025.

Based on Menard Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.