PWMG
POR icon

Private Wealth Management Group’s Portland General Electric POR Stock Holding History

Private Wealth Management Group’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
-13
Closed -$580 – 1577
2025
Q1 		$580 Sell
13
-262
-95% -$11.2K ﹤0.01% 1375
2024
Q4 		$12K Buy
275
+13
+5% +$605 ﹤0.01% 424
2024
Q3 		$12.6K Hold
262
– – 0.01% 388
2024
Q2 		$11.3K Buy
+262
New +$11.3K ﹤0.01% 410

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
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Private Wealth Management Group's POR Position: Q2 2025 in Review

Private Wealth Management Group sold out of Portland General Electric (POR) in Q2 2025, closing a stake of 13 shares — an estimated $580 sold.

Private Wealth Management Group first reported a position in POR in Q2 2024 and held it in 4 quarters. The position peaked at $12.6K in Q3 2024. 424 funds tracked by Wall St. Rank hold POR as of Q2 2025.

  • Private Wealth Management Group reported no remaining Portland General Electric position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 13 Portland General Electric shares in Q2 2025, an estimated $580.
  • Private Wealth Management Group first reported a position in Portland General Electric in Q2 2024 and held it in 4 quarters.
  • Private Wealth Management Group's Portland General Electric position peaked at $12.6K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.