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Rise Advisors’s Portland General Electric POR Stock Holding History

Rise Advisors’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
Q4 		– Sell
-366
Closed -$16.1K – 1091
2025
Q3 		$16.1K Buy
366
+5
+1% +$210 0.01% 706
2025
Q2 		$14.7K Buy
361
+4
+1% +$168 0.01% 741
2025
Q1 		$15.9K Sell
357
-229
-39% -$9.82K 0.01% 647
2024
Q4 		$25.6K Sell
586
-24
-4% -$1.12K 0.01% 488
2024
Q3 		$29.2K Buy
610
+36
+6% +$1.69K 0.01% 431
2024
Q2 		$24.8K Buy
574
+7
+1% +$302 0.01% 482
2024
Q1 		$23.8K Buy
+567
New +$23.4K 0.01% 524
2023
Q2 		– Sell
-8
Closed -$391 – 771
2023
Q1 		$391 Buy
+8
New +$382 ﹤0.01% 750

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's POR Position: Q4 2025 in Review

Rise Advisors sold out of Portland General Electric (POR) in Q4 2025, closing a stake of 366 shares — an estimated $16.1K sold.

Rise Advisors first reported a position in POR in Q1 2023 and held it in 8 quarters. The position peaked at $29.2K in Q3 2024. 465 funds tracked by Wall St. Rank hold POR as of Q4 2025.

  • Rise Advisors reported no remaining Portland General Electric position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 366 Portland General Electric shares in Q4 2025, an estimated $16.1K.
  • Rise Advisors first reported a position in Portland General Electric in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Portland General Electric position peaked at $29.2K in Q3 2024.
  • 465 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.