UFF
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USA Financial Formulas’s Portland General Electric POR Stock Holding History

USA Financial Formulas’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
-7,492
Closed -$330K – 458
2025
Q3 		$330K Buy
7,492
+5,557
+287% +$233K 0.06% 102
2025
Q2 		$78.6K Sell
1,935
-59
-3% -$2.48K 0.01% 190
2025
Q1 		$88.9K Buy
1,994
+374
+23% +$16K 0.01% 180
2024
Q4 		$70.7K Buy
+1,620
New +$75.4K 0.01% 217
2023
Q4 		– Sell
-35
Closed -$1.42K – 492
2023
Q3 		$1.42K Hold
35
– – ﹤0.01% 370
2023
Q2 		$1.64K Hold
35
– – ﹤0.01% 320
2023
Q1 		$1.71K Buy
+35
New +$1.67K ﹤0.01% 238

Other funds holding POR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return