Cedar Mountain Advisors
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Cedar Mountain Advisors’s Portland General Electric POR Stock Holding History

Cedar Mountain 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
Q3 		$13.3K Hold
297
– – ﹤0.01% 395
2026
Q2 		$15.4K Hold
297
– – ﹤0.01% 402
2026
Q1 		$15.7K Buy
+297
New +$15.3K ﹤0.01% 356
2024
Q4 		– Sell
-334
Closed -$16K – 384
2024
Q3 		$16K Buy
+334
New +$15.6K ﹤0.01% 170

Other funds holding POR

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Cedar Mountain Advisors's POR Position: Q3 2026 in Review

Cedar Mountain Advisors held its Portland General Electric (POR) position steady in Q3 2026 at 297 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Cedar Mountain Advisors first reported a position in POR in Q3 2024 and has held it in 4 quarters since. The position peaked at $16K in Q3 2024. 77 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Cedar Mountain Advisors held 297 shares of Portland General Electric worth $13.3K as of Q3 2026.
  • Cedar Mountain Advisors left its Portland General Electric share count unchanged in Q3 2026.
  • Portland General Electric made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #395 holding.
  • Cedar Mountain Advisors first reported a position in Portland General Electric in Q3 2024 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Portland General Electric position peaked at $16K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.