Clearstead Advisors’s Portland General Electric POR Stock Holding History

Clearstead 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	$18.1K	Buy	350 +325	+1,300%	+$16.5K	﹤0.01%	1819
2026 Q1	$1.32K	Sell	25 -565	-96%	-$29K	﹤0.01%	1991
2025 Q4	$28.3K	Sell	590 -266	-31%	-$12.6K	﹤0.01%	1605
2025 Q3	$37.7K	Buy	856 +577	+207%	+$24.2K	﹤0.01%	1375
2025 Q2	$11.3K	Buy	279 +198	+244%	+$8.31K	﹤0.01%	1844
2025 Q1	$3.61K	Buy	+81	New	+$3.47K	﹤0.01%	1798
2021 Q1	–	Sell	-331	Closed	-$14K	–	1165
2020 Q4	$14K	Buy	+331	New	+$13.5K	﹤0.01%	673

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 $3.37T AUM 44.26% 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

Clearstead Advisors's POR Position: Q2 2026 in Review

Clearstead Advisors increased its Portland General Electric (POR) stake by 1,300% in Q2 2026, buying an estimated $16.5K and bringing the position to 350 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Clearstead Advisors first reported a position in POR in Q4 2020 and has held it in 7 quarters since. The position peaked at $37.7K in Q3 2025. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Clearstead Advisors held 350 shares of Portland General Electric worth $18.1K as of Q2 2026.
Clearstead Advisors bought 325 Portland General Electric shares in Q2 2026, an estimated $16.5K.
Portland General Electric made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1819 holding.
Clearstead Advisors first reported a position in Portland General Electric in Q4 2020 and has held it in 7 quarters since.
Clearstead Advisors's Portland General Electric position peaked at $37.7K in Q3 2025.
505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.