Moody Aldrich Partners’s Portland General Electric POR Stock Holding History

Moody Aldrich Partners’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	$6.13M	Sell	118,329 -30,492	-20%	-$1.55M	1.1%	26
2026 Q1	$7.85M	Sell	148,821 -1,582	-1%	-$81.3K	1.42%	7
2025 Q4	$7.22M	Buy	150,403 +14,004	+10%	+$661K	1.35%	10
2025 Q3	$6M	Sell	136,399 -26,415	-16%	-$1.11M	1.14%	22
2025 Q2	$6.62M	Sell	162,814 -2,513	-2%	-$105K	1.28%	22
2025 Q1	$7.37M	Sell	165,327 -5,215	-3%	-$224K	1.54%	15
2024 Q4	$7.44M	Sell	170,542 -4,615	-3%	-$215K	1.38%	15
2024 Q3	$8.39M	Buy	175,157 +45,363	+35%	+$2.12M	1.53%	5
2024 Q2	$5.61M	Buy	129,794 +19,678	+18%	+$848K	1.09%	27
2024 Q1	$4.62M	Sell	110,116 -2,221	-2%	-$91.5K	0.79%	54
2023 Q4	$4.87M	Sell	112,337 -3,868	-3%	-$161K	0.88%	48
2023 Q3	$4.7M	Sell	116,205 -66,301	-36%	-$3.01M	0.89%	47
2023 Q2	$8.55M	Buy	182,506 +36,290	+25%	+$1.8M	1.66%	12
2023 Q1	$7.15M	Sell	146,216 -62,960	-30%	-$3.01M	1.44%	15
2022 Q4	$10.2M	Buy	209,176 +6,838	+3%	+$317K	2.08%	3
2022 Q3	$8.79M	Buy	202,338 +23,886	+13%	+$1.22M	1.81%	8
2022 Q2	$8.63M	Buy	+178,452	New	+$8.88M	1.69%	10
2017 Q3	–	Sell	-18,420	Closed	-$842K	–	100
2017 Q2	$842K	Buy	18,420 +4,430	+32%	+$204K	1.05%	41
2017 Q1	$621K	Buy	+13,990	New	+$616K	1.06%	45
2016 Q3	–	Sell	-22,700	Closed	-$1M	–	100
2016 Q2	$1M	Buy	22,700 +12,710	+127%	+$519K	0.83%	64
2016 Q1	$395K	Buy	+9,990	New	+$383K	0.83%	67

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

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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 $3.28B AUM 34.07% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Moody Aldrich Partners's POR Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Portland General Electric (POR) stake by 20% in Q2 2026, selling an estimated $1.55M and leaving 118,329 shares worth $6.13M. The position accounts for 1.1% of the portfolio, ranked #26.

Moody Aldrich Partners first reported a position in POR in Q1 2016 and has held it in 21 quarters since. The position peaked at $10.2M in Q4 2022. 154 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Moody Aldrich Partners held 118,329 shares of Portland General Electric worth $6.13M as of Q2 2026.
Moody Aldrich Partners sold 30,492 Portland General Electric shares in Q2 2026, an estimated $1.55M.
Portland General Electric made up 1.1% of Moody Aldrich Partners's portfolio in Q2 2026, its #26 holding.
Moody Aldrich Partners first reported a position in Portland General Electric in Q1 2016 and has held it in 21 quarters since.
Moody Aldrich Partners's Portland General Electric position peaked at $10.2M in Q4 2022.
154 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.