Roehl & Yi Investment Advisors, LLC

Position in POR — Portland General Electric Co /Or/

CIK 2097566 Eugene, OR

Position in POR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$581,014

-$8,215 QoQ

Shares Held

11,210

+0.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#277

of 504 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $2,310,140 across 5 Utilities - Regulated Electric names. POR ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,222	$714,658
2	PEG	Public Service Enterprise Group Inc	7,740	$628,178
3	POR	Portland General Electric Co /Or/ This page	11,210	$581,014
4	CNP	Centerpoint Energy Inc	8,265	$363,990
5	NEE	Nextera Energy Inc	15,358	$22,300

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$581,014	11,210	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$589,229	11,166	-0.6%	Shares	Sole	2026-05-14
2025-12-31	$539,311	11,238	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$496,716	11,289	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.