OPS
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Orion Portfolio Solutions’s Portland General Electric POR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.81M Buy
63,042
+11,441
+22% +$491K 0.03% 557
2024
Q4 		$2.25M Sell
51,601
-1,239
-2% -$57.6K 0.02% 640
2024
Q3 		$2.53M Buy
52,840
+16,969
+47% +$794K 0.03% 573
2024
Q2 		$1.55M Sell
35,871
-8,008
-18% -$345K 0.02% 772
2024
Q1 		$1.84M Buy
43,879
+58
+0.1% +$2.39K 0.02% 693
2023
Q4 		$1.93M Buy
43,821
+9,160
+26% +$380K 0.02% 645
2023
Q3 		$1.4M Sell
34,661
-5,157
-13% -$234K 0.02% 767
2023
Q2 		$1.86M Sell
39,818
-662
-2% -$32.8K 0.02% 688
2023
Q1 		$1.98M Buy
+40,480
New +$1.93M 0.02% 594
2020
Q3 		– Sell
-51
Closed -$2K – 1614
2020
Q2 		$2K Sell
51
-258
-83% -$11.8K ﹤0.01% 1807
2020
Q1 		$15K Sell
309
-180
-37% -$10.1K ﹤0.01% 939
2019
Q4 		$27K Buy
+489
New +$27.3K ﹤0.01% 701

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's POR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Portland General Electric (POR) stake by 22% in Q1 2025, buying an estimated $491K and bringing the position to 63,042 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #557.

Orion Portfolio Solutions first reported a position in POR in Q4 2019 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold POR as of Q1 2025.

  • Orion Portfolio Solutions held 63,042 shares of Portland General Electric worth $2.81M as of Q1 2025.
  • Orion Portfolio Solutions bought 11,441 Portland General Electric shares in Q1 2025, an estimated $491K.
  • Portland General Electric made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #557 holding.
  • Orion Portfolio Solutions first reported a position in Portland General Electric in Q4 2019 and has held it in 12 quarters since.
  • 450 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.