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TD Private Client Wealth’s Portland General Electric POR Stock Holding History

TD Private Client 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
Q2 		– Sell
-55
Closed -$2.45K – 1492
2025
Q1 		$2.45K Buy
+55
New +$2.36K ﹤0.01% 1171
2023
Q3 		– Sell
-157
Closed -$7.35K – 1262
2023
Q2 		$7.35K Hold
157
– – ﹤0.01% 1091
2023
Q1 		$7.68K Hold
157
– – ﹤0.01% 1065
2022
Q4 		$7.69K Hold
157
– – ﹤0.01% 1040
2022
Q3 		$6.82K Hold
157
– – ﹤0.01% 1038
2022
Q2 		$7.59K Sell
157
-733
-82% -$36.5K ﹤0.01% 1020
2022
Q1 		$49.1K Buy
+890
New +$46.8K ﹤0.01% 776
2021
Q3 		– Sell
-6
Closed -$276 – 1233
2021
Q2 		$276 Buy
+6
New +$295 ﹤0.01% 1215

Other funds holding POR

BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return