Action Point Financial Planning’s Portland General Electric POR Stock Holding History

Action Point Financial Planning’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 Q2	$7.15K	Buy	+142	New	+$7.2K	﹤0.01%	1625

Other funds holding POR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's POR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Portland General Electric (POR) in Q2 2026: 142 shares worth $7.15K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

501 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Action Point Financial Planning held 142 shares of Portland General Electric worth $7.15K as of Q2 2026.
Portland General Electric was a new Action Point Financial Planning position in Q2 2026.
Portland General Electric made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1625 holding.
501 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.