Polymer Capital Management’s Portland General Electric POR Stock Holding History

Polymer Capital 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
2026 Q1	$6.2M	Buy	117,505 +57,505	+96%	+$2.95M	0.63%	28
2025 Q4	$2.88M	Sell	60,000 -55,588	-48%	-$2.63M	0.3%	63
2025 Q3	$5.09M	Buy	115,588 +588	+0.5%	+$24.7K	0.54%	36
2025 Q2	$4.67M	Buy	115,000 +45,000	+64%	+$1.89M	0.55%	50
2025 Q1	$3.12M	Sell	70,000 -80,000	-53%	-$3.43M	0.81%	26
2024 Q4	$6.54M	Buy	+150,000	New	+$6.98M	1.77%	10

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Polymer Capital Management's POR Position: Q1 2026 in Review

Polymer Capital Management increased its Portland General Electric (POR) stake by 96% in Q1 2026, buying an estimated $2.95M and bringing the position to 117,505 shares worth $6.2M. The position accounts for 0.63% of the portfolio, ranked #28.

Polymer Capital Management first reported a position in POR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.54M in Q4 2024. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

Polymer Capital Management held 117,505 shares of Portland General Electric worth $6.2M as of Q1 2026.
Polymer Capital Management bought 57,505 Portland General Electric shares in Q1 2026, an estimated $2.95M.
Portland General Electric made up 0.63% of Polymer Capital Management's portfolio in Q1 2026, its #28 holding.
Polymer Capital Management first reported a position in Portland General Electric in Q4 2024 and has held it in 6 quarters since.
Polymer Capital Management's Portland General Electric position peaked at $6.54M in Q4 2024.
504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.