CoreCap Advisors’s Portland General Electric POR Stock Holding History

CoreCap 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	$9.07K	Buy	175 +161	+1,150%	+$8.16K	﹤0.01%	2100
2026 Q1	$739	Hold	14	–	–	﹤0.01%	2582
2025 Q4	$672	Hold	14	–	–	﹤0.01%	2661
2025 Q3	$616	Sell	14 -165	-92%	-$6.93K	﹤0.01%	2540
2025 Q2	$7.27K	Sell	179 -13	-7%	-$545	﹤0.01%	1997
2025 Q1	$8.56K	Buy	192 +32	+20%	+$1.37K	﹤0.01%	1887
2024 Q4	$6.98K	Buy	160 +59	+58%	+$2.75K	﹤0.01%	1897
2024 Q3	$4.84K	Buy	+101	New	+$4.73K	﹤0.01%	1986
2024 Q2	–	Sell	-18	Closed	-$756	–	2334
2024 Q1	$756	Buy	+18	New	+$741	﹤0.01%	2269
2022 Q4	$686	Buy	+14	New	+$649	﹤0.01%	2119

Other funds holding POR

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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 $3.28B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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