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Wealthspire Advisors (New York)’s Portland General Electric POR Stock Holding History

Wealthspire Advisors (New York)’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
-219
Closed -$9.64K – 2384
2025
Q3 		$9.64K Buy
+219
New +$9.19K ﹤0.01% 2038

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

Wealthspire Advisors (New York)'s POR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Portland General Electric (POR) in Q4 2025, closing a stake of 219 shares — an estimated $9.64K sold.

Wealthspire Advisors (New York) first reported a position in POR in Q3 2025 and held it in 1 quarter. The position peaked at $9.64K in Q3 2025. 465 funds tracked by Wall St. Rank hold POR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Portland General Electric position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 219 Portland General Electric shares in Q4 2025, an estimated $9.64K.
  • Wealthspire Advisors (New York) first reported a position in Portland General Electric in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Portland General Electric position peaked at $9.64K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.