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SteelPeak Wealth’s Portland General Electric POR Stock Holding History

SteelPeak Wealth’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
Q4 		– Sell
-5,700
Closed -$254K – 616
2025
Q3 		$254K Buy
+5,700
New +$239K 0.01% 498

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SteelPeak Wealth's POR Position: Q4 2025 in Review

SteelPeak Wealth sold out of Portland General Electric (POR) in Q4 2025, closing a stake of 5,700 shares — an estimated $254K sold.

SteelPeak Wealth first reported a position in POR in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 465 funds tracked by Wall St. Rank hold POR as of Q4 2025.

  • SteelPeak Wealth reported no remaining Portland General Electric position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 5,700 Portland General Electric shares in Q4 2025, an estimated $254K.
  • SteelPeak Wealth first reported a position in Portland General Electric in Q3 2025 and held it in 1 quarter.
  • SteelPeak Wealth's Portland General Electric position peaked at $254K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.