Principal Securities’s Portland General Electric POR Stock Holding History

Principal Securities’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	$379K	Sell	7,183 -1,264	-15%	-$64.9K	0.01%	1104
2025 Q4	$405K	Sell	8,447 -27	-0.3%	-$1.27K	0.01%	1017
2025 Q3	$373K	Buy	8,474 +230	+3%	+$9.65K	0.01%	1025
2025 Q2	$335K	Buy	8,244 +1,726	+26%	+$72.4K	0.01%	1023
2025 Q1	$284K	Hold	6,518	–	–	0.01%	1000
2024 Q4	$284K	Buy	6,518 +1,259	+24%	+$58.6K	0.01%	997
2024 Q3	$252K	Buy	5,259 +796	+18%	+$37.3K	0.01%	1010
2024 Q2	$193K	Buy	4,463 +236	+6%	+$10.2K	0.01%	1050
2024 Q1	$178K	Buy	4,227 +3,186	+306%	+$131K	0.01%	1056
2023 Q4	$45.1K	Buy	+1,041	New	+$43.2K	﹤0.01%	1536

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

Principal Securities's POR Position: Q1 2026 in Review

Principal Securities reduced its Portland General Electric (POR) stake by 15% in Q1 2026, selling an estimated $64.9K and leaving 7,183 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1104.

Principal Securities first reported a position in POR in Q4 2023 and has held it in 10 quarters since. The position peaked at $405K in Q4 2025. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

Principal Securities held 7,183 shares of Portland General Electric worth $379K as of Q1 2026.
Principal Securities sold 1,264 Portland General Electric shares in Q1 2026, an estimated $64.9K.
Portland General Electric made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1104 holding.
Principal Securities first reported a position in Portland General Electric in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Portland General Electric position peaked at $405K in Q4 2025.
504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.