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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
Q2 		$378K Sell
7,299
-8,572
-54% -$435K 0.01% 1271
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 $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

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

Arkadios Wealth Advisors reduced its Portland General Electric (POR) stake by 54% in Q2 2026, selling an estimated $435K and leaving 7,299 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1271.

Arkadios Wealth Advisors first reported a position in POR in Q3 2025 and has held it in 4 quarters since. The position peaked at $838K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Arkadios Wealth Advisors held 7,299 shares of Portland General Electric worth $378K as of Q2 2026.
  • Arkadios Wealth Advisors sold 8,572 Portland General Electric shares in Q2 2026, an estimated $435K.
  • Portland General Electric made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1271 holding.
  • Arkadios Wealth Advisors first reported a position in Portland General Electric in Q3 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Portland General Electric position peaked at $838K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.