Position in POR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$133,928
-$21,479 QoQ
Shares Held
2,584
-12.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#376
of 504 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Covestor Ltd holds $1,039,240 across 30 Utilities - Regulated Electric names. POR ranks #1 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
This page
|
2,584 | $133,928 | |
| 2 | EXC |
Exelon Corp
|
2,671 | $124,522 | |
| 3 | ED |
Consolidated Edison Inc
|
916 | $101,337 | |
| 4 | PCG |
PG&E Corp
|
4,960 | $83,427 | |
| 5 | NEE |
Nextera Energy Inc
|
822 | $72,146 | |
| 6 | PPL |
PPL Corp
|
1,291 | $46,927 | |
| 7 | CMS |
Cms Energy Corp
|
588 | $44,982 | |
| 8 | DUK |
Duke Energy CORP
|
355 | $44,935 |
All Filings in POR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,928 | 2,584 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $155,407 | 2,945 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $318,461 | 6,636 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $296,912 | 6,748 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $243,089 | 5,983 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $347,389 | 7,789 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $221,633 | 5,081 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $200,126 | 4,178 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $172,830 | 3,997 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $172,116 | 4,098 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $137,171 | 3,165 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $153,581 | 3,794 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $143,908 | 3,073 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,706 | 219 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $189,140 | 3,860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $135,725 | 3,123 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $97,336 | 2,014 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $139,143 | 2,523 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $29,053 | 549 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||