Rossby Financial
POR icon

Rossby Financial’s Portland General Electric POR Stock Holding History

Rossby Financial’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
Q3 		$12.1K Sell
271
-45
-14% -$2.24K ﹤0.01% 1441
2026
Q2 		$16.4K Sell
316
-147
-32% -$7.45K ﹤0.01% 1018
2026
Q1 		$24.6K Buy
463
+307
+197% +$15.8K 0.01% 937
2025
Q4 		$7.49K Buy
+156
New +$7.37K ﹤0.01% 1013

Other funds holding POR

ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rossby Financial's POR Position: Q3 2026 in Review

Rossby Financial reduced its Portland General Electric (POR) stake by 14% in Q3 2026, selling an estimated $2.24K and leaving 271 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Rossby Financial first reported a position in POR in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q1 2026. 328 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Rossby Financial held 271 shares of Portland General Electric worth $12.1K as of Q3 2026.
  • Rossby Financial sold 45 Portland General Electric shares in Q3 2026, an estimated $2.24K.
  • Portland General Electric made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1441 holding.
  • Rossby Financial first reported a position in Portland General Electric in Q4 2025 and has held it in 4 quarters since.
  • Rossby Financial's Portland General Electric position peaked at $24.6K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.