RWPA
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Richard W. Paul & Associates’s Portland General Electric POR Stock Holding History

Richard W. Paul & Associates’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 		$2.53K Hold
48
– – ﹤0.01% 262
2025
Q4 		$2.3K Hold
48
– – ﹤0.01% 258
2025
Q3 		$2.11K Hold
48
– – ﹤0.01% 278
2025
Q2 		$1.95K Buy
48
+7
+17% +$294 ﹤0.01% 300
2025
Q1 		$1.83K Hold
41
– – ﹤0.01% 293
2024
Q4 		$1.79K Hold
41
– – ﹤0.01% 418
2024
Q3 		$1.96K Hold
41
– – ﹤0.01% 415
2024
Q2 		$1.77K Hold
41
– – ﹤0.01% 422
2024
Q1 		$1.72K Hold
41
– – ﹤0.01% 439
2023
Q4 		$1.78K Buy
+41
New +$1.7K ﹤0.01% 420

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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