What smart money is saying about Portland General Electric
POR
No fund has written a full thesis on Portland General Electric in our archive, but 1 fund letter reports a position in it, most recently Schafer Cullen Small Cap Value Equity in December 2025.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Portland General Electric on record in the archive was reported in Q4 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- December 2025
“Our strong stock selection and favorable allocation made Utilities the largest contributor to relative performance for the quarter. Portland General Electric (+10.3%) led gains, supported by regulatory clarity, steady rate base growth, and defensive characteristics that were rewarded as market volatility increased late in the quarter.”
Portland General Electric
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