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Steward Financial Group’s Portland General Electric POR Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+73
New +$3.31K ﹤0.01% 1032
2022
Q3 		– Sell
-50
Closed -$2K – 999
2022
Q2 		$2K Buy
+50
New +$2.49K ﹤0.01% 595

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's POR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Portland General Electric (POR) in Q3 2023: 73 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in POR as recently as Q2 2022.

Steward Financial Group first reported a position in POR in Q2 2022 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold POR as of Q3 2023.

  • Steward Financial Group held 73 shares of Portland General Electric worth $2K as of Q3 2023.
  • Portland General Electric was a new Steward Financial Group position in Q3 2023.
  • Portland General Electric made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1032 holding.
  • Steward Financial Group first reported a position in Portland General Electric in Q2 2022 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.