Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PTC
Petrus Trust Company’s
Portland General Electric
POR
Stock Holding History
Petrus Trust Company’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
–
Sell
-14,996
Closed
-$669K
–
674
2025
Q1
$669K
Hold
14,996
–
–
0.06%
108
2024
Q4
$654K
Hold
14,996
–
–
0.06%
119
2024
Q3
$718K
Buy
14,996
+7,343
+96%
+$344K
0.07%
95
2024
Q2
$331K
Buy
+7,653
New
+$330K
0.03%
396
2024
Q1
–
Sell
-5,863
Closed
-$254K
–
753
2023
Q4
$254K
Buy
+5,863
New
+$243K
0.02%
501
2020
Q3
–
Sell
-6,303
Closed
-$264K
–
346
2020
Q2
$264K
Buy
+6,303
New
+$289K
0.03%
99
Other funds holding POR
BC
Broadwater Capital
Boston, Massachusetts
$134M AUM
21.11%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close