Zimmer Partners’s Portland General Electric POR Stock Holding History

Zimmer Partners’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 Q1	–	Sell	-2,306,227	Closed	-$101M	–	201
2024 Q4	$101M	Buy	2,306,227 +463,685	+25%	+$21.6M	1.73%	15
2024 Q3	$88.3M	Buy	1,842,542 +952,214	+107%	+$44.6M	1.61%	18
2024 Q2	$38.5M	Buy	+890,328	New	+$38.4M	0.71%	29
2023 Q4	–	Sell	-1,761,479	Closed	-$71.3M	–	139
2023 Q3	$71.3M	Sell	1,761,479 -2,230,972	-56%	-$101M	1.84%	19
2023 Q2	$187M	Sell	3,992,451 -1,657,549	-29%	-$82M	4.4%	5
2023 Q1	$276M	Hold	5,650,000	–	–	5.67%	3
2022 Q4	$277M	Buy	+5,650,000	New	+$262M	5.57%	2
2020 Q4	–	Sell	-62,800	Closed	-$2.23M	–	156
2020 Q3	$2.23M	Buy	+62,800	New	+$2.51M	0.03%	91
2013 Q4	–	Sell	-375,000	Closed	-$10.6M	–	45
2013 Q3	$10.6M	Buy	375,000 +125,000	+50%	+$3.73M	2.05%	18
2013 Q2	$7.65M	Buy	+250,000	New	+$7.77M	1.45%	19

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zimmer Partners's POR Position: Q1 2025 in Review

Zimmer Partners sold out of Portland General Electric (POR) in Q1 2025, closing a stake of 2,306,227 shares — an estimated $101M sold.

Zimmer Partners first reported a position in POR in Q2 2013 and held it in 10 quarters. The position peaked at $277M in Q4 2022. 450 funds tracked by Wall St. Rank hold POR as of Q1 2025.

Zimmer Partners reported no remaining Portland General Electric position as of Q1 2025 after selling out during the quarter.
Zimmer Partners sold 2,306,227 Portland General Electric shares in Q1 2025, an estimated $101M.
Zimmer Partners first reported a position in Portland General Electric in Q2 2013 and held it in 10 quarters.
Zimmer Partners's Portland General Electric position peaked at $277M in Q4 2022.
450 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2025.

Based on Zimmer Partners's 13F filing for Q1 2025, filed 15 May 2025.