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Kestra Advisory Services, LLC → POR
Kestra Advisory Services, LLC POR Position History
Portland General Electric Company • Utilities
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.3M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 51.5K | — | — |
| Q2 2026 | $2.3M | 44.4K | — | — |
| Q1 2026 | $2.4M | 46.3K | — | — |
| Q4 2025 | $1.8M | 36.6K | — | — |
| Q3 2025 | $1.5M | 34.6K | — | — |
Other funds holding POR
$364.4M
$262.8M
$262.8M
$247.6M
$244.8M
$224.9M
$169.8M
$169.3M