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Acumen Wealth Advisors’s Portland General Electric POR Stock Holding History

Acumen Wealth Advisors’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 		$2.46K Hold
47
– – ﹤0.01% 432
2026
Q1 		$2.5K Sell
47
-64
-58% -$3.29K ﹤0.01% 416
2025
Q4 		$5.39K Buy
+111
New +$5.24K ﹤0.01% 368

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acumen Wealth Advisors's POR Position: Q2 2026 in Review

Acumen Wealth Advisors held its Portland General Electric (POR) position steady in Q2 2026 at 47 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Acumen Wealth Advisors first reported a position in POR in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.39K in Q4 2025. 502 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Acumen Wealth Advisors held 47 shares of Portland General Electric worth $2.46K as of Q2 2026.
  • Acumen Wealth Advisors left its Portland General Electric share count unchanged in Q2 2026.
  • Portland General Electric made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • Acumen Wealth Advisors first reported a position in Portland General Electric in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Portland General Electric position peaked at $5.39K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.