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Savant Capital’s Portland General Electric POR Stock Holding History

Savant Capital’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
Q1 		– Sell
-7,969
Closed -$348K – 1348
2024
Q4 		$348K Buy
7,969
+16
+0.2% +$744 ﹤0.01% 1032
2024
Q3 		$381K Buy
7,953
+338
+4% +$15.8K ﹤0.01% 990
2024
Q2 		$329K Buy
+7,615
New +$328K ﹤0.01% 946

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Savant Capital's POR Position: Q1 2025 in Review

Savant Capital sold out of Portland General Electric (POR) in Q1 2025, closing a stake of 7,969 shares — an estimated $348K sold.

Savant Capital first reported a position in POR in Q2 2024 and held it in 3 quarters. The position peaked at $381K in Q3 2024. 450 funds tracked by Wall St. Rank hold POR as of Q1 2025.

  • Savant Capital reported no remaining Portland General Electric position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 7,969 Portland General Electric shares in Q1 2025, an estimated $348K.
  • Savant Capital first reported a position in Portland General Electric in Q2 2024 and held it in 3 quarters.
  • Savant Capital's Portland General Electric position peaked at $381K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.