LEVEL FOUR ADVISORY SERVICES, LLC
Position in POR — Portland General Electric Co /Or/
CIK 1696715
DALLAS, TX
Position in POR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,151,714
-$391,069 QoQ
Shares Held
22,221
-24.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#217
of 504 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. POR ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
This page
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in POR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,714 | 22,221 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,542,783 | 29,236 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,681,281 | 35,034 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,734,612 | 39,423 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,616,586 | 39,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,636,195 | 36,686 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,707,766 | 39,151 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,638,323 | 34,203 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,264,467 | 29,243 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||