Superior Planning, LLC’s Portland General Electric POR Stock Holding History

Superior Planning, LLC’s Portfolio POR Stock Details POR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.8K	Buy	+689	New	+$34.3K	0.01%	531

Other funds holding POR

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's POR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Portland General Electric (POR) in Q3 2026: 689 shares worth $30.8K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings.

323 funds tracked by Wall St. Rank hold POR as of Q3 2026.

Superior Planning, LLC held 689 shares of Portland General Electric worth $30.8K as of Q3 2026.
Portland General Electric was a new Superior Planning, LLC position in Q3 2026.
Portland General Electric made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #531 holding.
323 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.