Bogart Wealth LLC’s Portland General Electric POR Stock Holding History

Bogart Wealth LLC’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	$3.89K	Hold	75	–	–	﹤0.01%	1279
2026 Q1	$3.96K	Hold	75	–	–	﹤0.01%	1125
2025 Q4	$3.6K	Hold	75	–	–	﹤0.01%	1064
2025 Q3	$3.3K	Hold	75	–	–	﹤0.01%	1049
2025 Q2	$3.05K	Hold	75	–	–	﹤0.01%	1034
2025 Q1	$3.35K	Sell	75 -9	-11%	-$386	﹤0.01%	981
2024 Q4	$3.66K	Buy	84 +9	+12%	+$419	﹤0.01%	959
2024 Q3	$3.59K	Hold	75	–	–	﹤0.01%	886
2024 Q2	$3.24K	Hold	75	–	–	﹤0.01%	865
2024 Q1	$3.15K	Hold	75	–	–	﹤0.01%	848
2023 Q4	$3.25K	Hold	75	–	–	﹤0.01%	829
2023 Q3	$3.04K	Hold	75	–	–	﹤0.01%	824
2023 Q2	$3.51K	Hold	75	–	–	﹤0.01%	791
2023 Q1	$3.67K	Buy	+75	New	+$3.58K	﹤0.01%	791

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's POR Position: Q2 2026 in Review

Bogart Wealth LLC held its Portland General Electric (POR) position steady in Q2 2026 at 75 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Bogart Wealth LLC first reported a position in POR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.96K in Q1 2026. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Bogart Wealth LLC held 75 shares of Portland General Electric worth $3.89K as of Q2 2026.
Bogart Wealth LLC left its Portland General Electric share count unchanged in Q2 2026.
Portland General Electric made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1279 holding.
Bogart Wealth LLC first reported a position in Portland General Electric in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Portland General Electric position peaked at $3.96K in Q1 2026.
507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.