Commonwealth Equity Services
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Commonwealth Equity Services’s Portland General Electric POR Stock Holding History

Commonwealth Equity Services’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 		$2.25M Buy
43,381
+2,851
+7% +$145K ﹤0.01% 2003
2026
Q1 		$2.14M Sell
40,530
-1,099
-3% -$56.5K ﹤0.01% 1953
2025
Q4 		$2M Buy
41,629
+2,229
+6% +$105K ﹤0.01% 1989
2025
Q3 		$1.73M Buy
39,400
+2,628
+7% +$110K ﹤0.01% 2122
2025
Q2 		$1.49M Sell
36,772
-16,905
-31% -$709K ﹤0.01% 2239
2025
Q1 		$2.39M Buy
53,677
+9,293
+21% +$398K ﹤0.01% 1785
2024
Q4 		$1.94M Buy
44,384
+10,571
+31% +$492K ﹤0.01% 1897
2024
Q3 		$1.62M Buy
33,813
+517
+2% +$24.2K ﹤0.01% 1961
2024
Q2 		$1.44M Buy
33,296
+6,159
+23% +$265K ﹤0.01% 2007
2024
Q1 		$1.14M Sell
27,137
-556
-2% -$22.9K ﹤0.01% 2145
2023
Q4 		$1.2M Sell
27,693
-1,034
-4% -$42.9K ﹤0.01% 2041
2023
Q3 		$1.16M Sell
28,727
-4,984
-15% -$226K ﹤0.01% 1971
2023
Q2 		$1.58M Buy
33,711
+573
+2% +$28.4K ﹤0.01% 1782
2023
Q1 		$1.62K Sell
33,138
-508
-2% -$24.3K ﹤0.01% 1692
2022
Q4 		$1.65M Sell
33,646
-355
-1% -$16.4K ﹤0.01% 1629
2022
Q3 		$1.48M Buy
34,001
+268
+0.8% +$13.7K ﹤0.01% 1624
2022
Q2 		$1.63M Sell
33,733
-378
-1% -$18.8K ﹤0.01% 1548
2022
Q1 		$1.88M Sell
34,111
-5,366
-14% -$282K ﹤0.01% 1544
2021
Q4 		$2.09M Sell
39,477
-1,977
-5% -$98.7K ﹤0.01% 1465
2021
Q3 		$1.95M Buy
41,454
+2,029
+5% +$99.8K ﹤0.01% 1442
2021
Q2 		$1.82M Buy
39,425
+1,509
+4% +$74.1K ﹤0.01% 1491
2021
Q1 		$1.8M Buy
37,916
+4,678
+14% +$204K 0.01% 1402
2020
Q4 		$1.42M Buy
33,238
+1,439
+5% +$58.6K ﹤0.01% 1427
2020
Q3 		$1.13M Buy
31,799
+4,282
+16% +$171K ﹤0.01% 1433
2020
Q2 		$1.15M Buy
27,517
+69
+0.3% +$3.16K ﹤0.01% 1340
2020
Q1 		$1.31M Sell
27,448
-988
-3% -$55.4K 0.01% 1124
2019
Q4 		$1.59M Sell
28,436
-865
-3% -$48.3K 0.01% 1167
2019
Q3 		$1.65M Sell
29,301
-126
-0.4% -$7.01K 0.01% 1077
2019
Q2 		$1.59M Sell
29,427
-106
-0.4% -$5.61K 0.01% 1077
2019
Q1 		$1.53M Buy
29,533
+384
+1% +$18.7K 0.01% 1053
2018
Q4 		$1.34M Sell
29,149
-382
-1% -$17.9K 0.01% 1034
2018
Q3 		$1.35M Sell
29,531
-1,160
-4% -$52.8K 0.01% 1139
2018
Q2 		$1.31M Sell
30,691
-606
-2% -$24.9K 0.01% 1133
2018
Q1 		$1.27M Buy
31,297
+689
+2% +$28.3K 0.01% 1117
2017
Q4 		$1.4M Sell
30,608
-4,653
-13% -$220K 0.01% 1040
2017
Q3 		$1.61M Sell
35,261
-625
-2% -$28.8K 0.01% 923
2017
Q2 		$1.64M Sell
35,886
-486
-1% -$22.4K 0.01% 891
2017
Q1 		$1.62M Buy
36,372
+183
+0.5% +$8.05K 0.01% 857
2016
Q4 		$1.57M Sell
36,189
-332
-0.9% -$14K 0.01% 827
2016
Q3 		$1.55M Sell
36,521
-886
-2% -$38.4K 0.01% 796
2016
Q2 		$1.65M Sell
37,407
-19
-0.1% -$775 0.01% 739
2016
Q1 		$1.48M Sell
37,426
-257
-0.7% -$9.84K 0.01% 769
2015
Q4 		$1.37M Sell
37,683
-635
-2% -$23.4K 0.01% 762
2015
Q3 		$1.42M Buy
38,318
+529
+1% +$18.6K 0.01% 734
2015
Q2 		$1.25M Buy
37,789
+1,335
+4% +$46.8K 0.01% 844
2015
Q1 		$1.35M Buy
36,454
+1,817
+5% +$68.5K 0.01% 798
2014
Q4 		$1.31M Buy
34,637
+656
+2% +$23.7K 0.01% 758
2014
Q3 		$1.09M Sell
33,981
-1,248
-4% -$41.4K 0.01% 826
2014
Q2 		$1.22M Sell
35,229
-70
-0.2% -$2.31K 0.01% 759
2014
Q1 		$1.14M Sell
35,299
-1,673
-5% -$51.5K 0.02% 733
2013
Q4 		$1.12M Sell
36,972
-763
-2% -$22.4K 0.02% 715
2013
Q3 		$1.06M Sell
37,735
-585
-2% -$17.5K 0.02% 684
2013
Q2 		$1.17M Buy
+38,320
New +$1.19M 0.02% 609

Other funds holding POR

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Commonwealth Equity Services's POR Position: Q2 2026 in Review

Commonwealth Equity Services increased its Portland General Electric (POR) stake by 7% in Q2 2026, buying an estimated $145K and bringing the position to 43,381 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Commonwealth Equity Services first reported a position in POR in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.39M in Q1 2025. 154 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Commonwealth Equity Services held 43,381 shares of Portland General Electric worth $2.25M as of Q2 2026.
  • Commonwealth Equity Services bought 2,851 Portland General Electric shares in Q2 2026, an estimated $145K.
  • Portland General Electric made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2003 holding.
  • Commonwealth Equity Services first reported a position in Portland General Electric in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Portland General Electric position peaked at $2.39M in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.