Brookstone Capital Management’s Portland General Electric POR Stock Holding History

Brookstone Capital 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 Q2	$451K	Sell	8,705 -217,452	-96%	-$11M	﹤0.01%	968
2026 Q1	$11.9M	Sell	226,157 -21,939	-9%	-$1.13M	0.14%	189
2025 Q4	$11.9M	Sell	248,096 -19,788	-7%	-$935K	0.14%	183
2025 Q3	$11.8M	Buy	+267,884	New	+$11.2M	0.14%	182
2015 Q3	–	Sell	-16	Closed	-$1K	–	2104
2015 Q2	$1K	Buy	+16	New	+$561	﹤0.01%	1998

Other funds holding POR

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Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return