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Rothschild Investment LLC’s Portland General Electric POR Stock Holding History

Rothschild Investment LLC’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 		$120K Buy
2,282
+1,671
+273% +$85.9K 0.01% 830
2025
Q4 		$29.3K Buy
611
+324
+113% +$15.3K ﹤0.01% 1195
2025
Q3 		$12.6K Buy
287
+217
+310% +$9.11K ﹤0.01% 1361
2025
Q2 		$2.84K Sell
70
-105
-60% -$4.41K ﹤0.01% 1825
2025
Q1 		$7.8K Buy
175
+70
+67% +$3K ﹤0.01% 1252
2024
Q4 		$4.58K Buy
105
+15
+17% +$698 ﹤0.01% 1377
2024
Q3 		$4.31K Buy
90
+45
+100% +$2.11K ﹤0.01% 1356
2024
Q2 		$1.95K Buy
45
+35
+350% +$1.51K ﹤0.01% 1410
2024
Q1 		$420 Buy
+10
New +$412 ﹤0.01% 1426

Other funds holding POR

BlackRock
BlackRock New York $5.72T 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 $124B 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

Rothschild Investment LLC's POR Position: Q1 2026 in Review

Rothschild Investment LLC increased its Portland General Electric (POR) stake by 273% in Q1 2026, buying an estimated $85.9K and bringing the position to 2,282 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #830.

Rothschild Investment LLC first reported a position in POR in Q1 2024 and has held it in 9 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Rothschild Investment LLC held 2,282 shares of Portland General Electric worth $120K as of Q1 2026.
  • Rothschild Investment LLC bought 1,671 Portland General Electric shares in Q1 2026, an estimated $85.9K.
  • Portland General Electric made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #830 holding.
  • Rothschild Investment LLC first reported a position in Portland General Electric in Q1 2024 and has held it in 9 quarters since.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.