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Portland General Electric Company shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Portland General Electric Company (POR) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Portland General Electric Company

Tip: Access up to 7 years of quarterly data

All positions including Portland General Electric Company held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portland General Electric Company by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 4.8k 42.00
2023-12-31 $208k 4.8k 43.34

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

Top funds holding Portland General Electric Company

BlackRock
Vanguard Group
ATLAS Infrastructure Partners
Goldman Sachs Group
Hanna Zanoni
Jpmorgan Chase & Co
Alliancebernstein
Massachusetts Financial Services
Geode Capital Management
Principal Financial Group
Wellington Management Company
Bank of New York Mellon
Morgan Stanley
Dimensional Fund Advisors
Hotchkis and Wiley Capital Management

View all funds holding Portland General Electric Company