Ridgewood Investments’s Portland General Electric POR Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-284	Closed	-$11.5K	–	557
2025 Q2	$11.5K	Sell	284 -361	-56%	-$15.1K	0.01%	503
2025 Q1	$28.8K	Sell	645 -545	-46%	-$23.4K	0.01%	386
2024 Q4	$51.9K	Hold	1,190	–	–	0.03%	304
2024 Q3	$57K	Sell	1,190 -340	-22%	-$15.9K	0.03%	294
2024 Q2	$66.2K	Buy	+1,530	New	+$65.9K	0.03%	285
2023 Q3	–	Sell	-800	Closed	-$37.5K	–	604
2023 Q2	$37.5K	Hold	800	–	–	0.02%	371
2023 Q1	$39.1K	Buy	+800	New	+$38.2K	0.02%	377
2022 Q1	–	Sell	-6,472	Closed	-$343K	–	213
2021 Q4	$343K	Hold	6,472	–	–	0.22%	136
2021 Q3	$304K	Sell	6,472 -3,395	-34%	-$167K	0.21%	139
2021 Q2	$455K	Sell	9,867 -476	-5%	-$23.4K	0.29%	116
2021 Q1	$491K	Buy	+10,343	New	+$452K	0.3%	115

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ridgewood Investments's POR Position: Q3 2025 in Review

Ridgewood Investments sold out of Portland General Electric (POR) in Q3 2025, closing a stake of 284 shares — an estimated $11.5K sold.

Ridgewood Investments first reported a position in POR in Q1 2021 and held it in 11 quarters. The position peaked at $491K in Q1 2021. 438 funds tracked by Wall St. Rank hold POR as of Q3 2025.

Ridgewood Investments reported no remaining Portland General Electric position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 284 Portland General Electric shares in Q3 2025, an estimated $11.5K.
Ridgewood Investments first reported a position in Portland General Electric in Q1 2021 and held it in 11 quarters.
Ridgewood Investments's Portland General Electric position peaked at $491K in Q1 2021.
438 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.