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

Arkadios 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
Q1 		$838K Sell
15,871
-1,402
-8% -$72K 0.01% 878
2025
Q4 		$829K Sell
17,273
-1,454
-8% -$68.7K 0.02% 777
2025
Q3 		$824K Buy
+18,727
New +$786K 0.02% 727

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Arkadios Wealth Advisors's POR Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Portland General Electric (POR) stake by 8.1% in Q1 2026, selling an estimated $72K and leaving 15,871 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #878.

Arkadios Wealth Advisors first reported a position in POR in Q3 2025 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Arkadios Wealth Advisors held 15,871 shares of Portland General Electric worth $838K as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,402 Portland General Electric shares in Q1 2026, an estimated $72K.
  • Portland General Electric made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #878 holding.
  • Arkadios Wealth Advisors first reported a position in Portland General Electric in Q3 2025 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.