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Synergy Investment Management’s Portland General Electric POR Stock Holding History

Synergy Investment Management’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
Q2 		$2.62K Buy
51
+13
+34% +$659 ﹤0.01% 860
2026
Q1 		$2.01K Buy
+38
New +$1.95K ﹤0.01% 691
2025
Q2 		– Sell
-38
Closed -$1.69K – 434
2025
Q1 		$1.69K Hold
38
– – ﹤0.01% 552
2024
Q4 		$1.66K Buy
+38
New +$1.77K ﹤0.01% 578

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Synergy Investment Management's POR Position: Q2 2026 in Review

Synergy Investment Management increased its Portland General Electric (POR) stake by 34% in Q2 2026, buying an estimated $659 and bringing the position to 51 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Synergy Investment Management first reported a position in POR in Q4 2024 and has held it in 4 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Synergy Investment Management held 51 shares of Portland General Electric worth $2.62K as of Q2 2026.
  • Synergy Investment Management bought 13 Portland General Electric shares in Q2 2026, an estimated $659.
  • Portland General Electric made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #860 holding.
  • Synergy Investment Management first reported a position in Portland General Electric in Q4 2024 and has held it in 4 quarters since.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.