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Planned Solutions’s Portland General Electric POR Stock Holding History

Planned 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
2024
Q4 		– Sell
-60
Closed -$2.86K – 489
2024
Q3 		$2.86K Buy
+60
New +$2.81K ﹤0.01% 530
2024
Q1 		– Sell
-60
Closed -$2.59K – 420
2023
Q4 		$2.59K Buy
+60
New +$2.49K ﹤0.01% 492

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planned Solutions's POR Position: Q4 2024 in Review

Planned Solutions sold out of Portland General Electric (POR) in Q4 2024, closing a stake of 60 shares — an estimated $2.86K sold.

Planned Solutions first reported a position in POR in Q4 2023 and held it in 2 quarters. The position peaked at $2.86K in Q3 2024. 449 funds tracked by Wall St. Rank hold POR as of Q4 2024.

  • Planned Solutions reported no remaining Portland General Electric position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 60 Portland General Electric shares in Q4 2024, an estimated $2.86K.
  • Planned Solutions first reported a position in Portland General Electric in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Portland General Electric position peaked at $2.86K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.