Moody Aldrich Partners LLC

Position in POR — Portland General Electric Co /Or/

CIK 936941 MARBLEHEAD, MA

Position in POR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,132,992

-$1,720,292 QoQ

Shares Held

118,329

-20.5% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#104

of 504 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 47% Shared 37% None 17%

Utilities · as of Jun 30, 2026

Moody Aldrich Partners LLC holds $6,568,282 across 2 Utilities - Regulated Electric names. POR ranks #1 (93.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	POR	Portland General Electric Co /Or/ This page	118,329	$6,132,992
2	IDA	Idacorp Inc	2,877	$435,290

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,132,992	118,329	-20.5%	Shares	Sole	2026-07-15
2026-03-31	$7,853,284	148,821	-1.1%	Shares	Sole	2026-04-20
2025-12-31	$7,217,839	150,403	+10.3%	Shares	Sole	2026-01-30
2025-09-30	$6,001,556	136,399	-16.2%	Shares	Sole	2025-10-21
2025-06-30	$6,615,132	162,814	-1.5%	Shares	Sole	2025-08-04
2025-03-31	$7,373,584	165,327	-3.1%	Shares	Sole	2025-04-29
2024-12-31	$7,439,042	170,542	-2.6%	Shares	Sole	2025-01-23
2024-09-30	$8,390,020	175,157	+34.9%	Shares	Sole	2024-10-22
2024-06-30	$5,612,292	129,794	+17.9%	Shares	Sole	2024-07-24
2024-03-31	$4,624,872	110,116	-2.0%	Shares	Sole	2024-04-30
2023-12-31	$4,868,685	112,337	-3.3%	Shares	Sole	2024-01-26
2023-09-30	$4,703,978	116,205	-36.3%	Shares	Sole	2023-11-08
2023-06-30	$8,546,755	182,506	+24.8%	Shares	Sole	2023-07-28
2023-03-31	$7,148,500	146,216	-30.1%	Shares	Sole	2023-04-27
2022-12-31	$10,249,624	209,176	+3.4%	Shares	Sole	2023-01-24
2022-09-30	$8,793,609	202,338	+13.4%	Shares	Sole	2022-10-18
2022-06-30	$8,624,585	178,452	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.