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

Zacks 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
2025
Q3 		– Sell
-189,728
Closed -$7.71M – 828
2025
Q2 		$7.71M Sell
189,728
-2,528
-1% -$106K 0.07% 188
2025
Q1 		$8.57M Buy
192,256
+7,515
+4% +$322K 0.08% 178
2024
Q4 		$8.06M Sell
184,741
-23,538
-11% -$1.1M 0.07% 179
2024
Q3 		$9.98M Buy
208,279
+27,452
+15% +$1.28M 0.09% 166
2024
Q2 		$7.82M Buy
180,827
+14,573
+9% +$628K 0.09% 156
2024
Q1 		$6.98M Buy
166,254
+14,463
+10% +$596K 0.07% 178
2023
Q4 		$6.58M Sell
151,791
-1,998
-1% -$82.9K 0.08% 171
2023
Q3 		$6.23M Buy
153,789
+2,599
+2% +$118K 0.08% 168
2023
Q2 		$7.08M Buy
151,190
+2,584
+2% +$128K 0.09% 161
2023
Q1 		$7.27M Buy
148,606
+9,480
+7% +$453K 0.1% 152
2022
Q4 		$6.82M Sell
139,126
-854
-0.6% -$39.6K 0.1% 165
2022
Q3 		$6.08M Buy
+139,980
New +$7.16M 0.1% 157
2015
Q2 		– Sell
-6,137
Closed -$228K – 704
2015
Q1 		$228K Buy
+6,137
New +$231K 0.01% 573

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zacks Investment Management's POR Position: Q3 2025 in Review

Zacks Investment Management sold out of Portland General Electric (POR) in Q3 2025, closing a stake of 189,728 shares — an estimated $7.71M sold.

Zacks Investment Management first reported a position in POR in Q1 2015 and held it in 13 quarters. The position peaked at $9.98M in Q3 2024. 438 funds tracked by Wall St. Rank hold POR as of Q3 2025.

  • Zacks Investment Management reported no remaining Portland General Electric position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 189,728 Portland General Electric shares in Q3 2025, an estimated $7.71M.
  • Zacks Investment Management first reported a position in Portland General Electric in Q1 2015 and held it in 13 quarters.
  • Zacks Investment Management's Portland General Electric position peaked at $9.98M in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.