CWM
POR icon

Copia Wealth Management’s Portland General Electric POR Stock Holding History

Copia Wealth 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
Q1 		– Sell
-108
Closed -$5.18K – 540
2025
Q4 		$5.18K Hold
108
– – ﹤0.01% 378
2025
Q3 		$4.75K Hold
108
– – ﹤0.01% 361
2025
Q2 		$4.39K Hold
108
– – ﹤0.01% 350
2025
Q1 		$4.82K Hold
108
– – ﹤0.01% 335
2024
Q4 		$4.71K Buy
+108
New +$5.03K ﹤0.01% 319

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Copia Wealth Management's POR Position: Q1 2026 in Review

Copia Wealth Management sold out of Portland General Electric (POR) in Q1 2026, closing a stake of 108 shares — an estimated $5.18K sold.

Copia Wealth Management first reported a position in POR in Q4 2024 and held it in 5 quarters. The position peaked at $5.18K in Q4 2025. 508 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Copia Wealth Management reported no remaining Portland General Electric position as of Q1 2026 after selling out during the quarter.
  • Copia Wealth Management sold 108 Portland General Electric shares in Q1 2026, an estimated $5.18K.
  • Copia Wealth Management first reported a position in Portland General Electric in Q4 2024 and held it in 5 quarters.
  • Copia Wealth Management's Portland General Electric position peaked at $5.18K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.