RYIA
POR icon

Roehl & Yi Investment Advisors’s Portland General Electric POR Stock Holding History

Roehl & Yi Investment 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
2026
Q2 		$581K Buy
11,210
+44
+0.4% +$2.23K 0.19% 105
2026
Q1 		$589K Sell
11,166
-72
-0.6% -$3.7K 0.22% 93
2025
Q4 		$539K Sell
11,238
-51
-0.5% -$2.41K 0.21% 89
2025
Q3 		$497K Buy
+11,289
New +$474K 0.22% 90

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Roehl & Yi Investment Advisors's POR Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Portland General Electric (POR) stake by 0.39% in Q2 2026, buying an estimated $2.23K and bringing the position to 11,210 shares worth $581K. The position accounts for 0.19% of the portfolio, ranked #105.

Roehl & Yi Investment Advisors first reported a position in POR in Q3 2025 and has held it in 4 quarters since. The position peaked at $589K in Q1 2026. 503 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Roehl & Yi Investment Advisors held 11,210 shares of Portland General Electric worth $581K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 44 Portland General Electric shares in Q2 2026, an estimated $2.23K.
  • Portland General Electric made up 0.19% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Roehl & Yi Investment Advisors first reported a position in Portland General Electric in Q3 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's Portland General Electric position peaked at $589K in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.