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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$472K Buy
9,112
+6,830
+299% +$346K 0.02% 619
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

Rothschild Investment LLC's POR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Portland General Electric (POR) stake by 299% in Q2 2026, buying an estimated $346K and bringing the position to 9,112 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #619.

Rothschild Investment LLC first reported a position in POR in Q1 2024 and has held it in 10 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Rothschild Investment LLC held 9,112 shares of Portland General Electric worth $472K as of Q2 2026.
  • Rothschild Investment LLC bought 6,830 Portland General Electric shares in Q2 2026, an estimated $346K.
  • Portland General Electric made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #619 holding.
  • Rothschild Investment LLC first reported a position in Portland General Electric in Q1 2024 and has held it in 10 quarters since.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.