Activest Wealth Management
POR icon

Activest Wealth Management’s Portland General Electric POR Stock Holding History

Activest Wealth Management’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 		$7.72K Buy
173
+40
+30% +$1.99K ﹤0.01% 636
2026
Q2 		$6.89K Buy
133
+83
+166% +$4.21K ﹤0.01% 661
2026
Q1 		$2.64K Buy
+50
New +$2.57K ﹤0.01% 916

Other funds holding POR

Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Activest Wealth Management's POR Position: Q3 2026 in Review

Activest Wealth Management increased its Portland General Electric (POR) stake by 30% in Q3 2026, buying an estimated $1.99K and bringing the position to 173 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Activest Wealth Management first reported a position in POR in Q1 2026 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Activest Wealth Management held 173 shares of Portland General Electric worth $7.72K as of Q3 2026.
  • Activest Wealth Management bought 40 Portland General Electric shares in Q3 2026, an estimated $1.99K.
  • Portland General Electric made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #636 holding.
  • Activest Wealth Management first reported a position in Portland General Electric in Q1 2026 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.