PWM
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Parkworth Wealth Management’s Portland General Electric POR Stock Holding History

Parkworth Wealth Management’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
Q2 		$366 Buy
9
+6
+200% +$252 ﹤0.01% 727
2025
Q1 		$134 Buy
3
+1
+50% +$43 ﹤0.01% 855
2024
Q4 		$87 Buy
+2
New +$93 ﹤0.01% 1030

Other funds holding POR

BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parkworth Wealth Management's POR Position: Q2 2025 in Review

Parkworth Wealth Management increased its Portland General Electric (POR) stake by 200% in Q2 2025, buying an estimated $252 and bringing the position to 9 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Parkworth Wealth Management first reported a position in POR in Q4 2024 and has held it in 3 quarters since. 425 funds tracked by Wall St. Rank hold POR as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Portland General Electric worth $366 as of Q2 2025.
  • Parkworth Wealth Management bought 6 Portland General Electric shares in Q2 2025, an estimated $252.
  • Portland General Electric made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #727 holding.
  • Parkworth Wealth Management first reported a position in Portland General Electric in Q4 2024 and has held it in 3 quarters since.
  • 425 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.