Creative Planning’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.92M | Buy |
114,227
+23,211
| +26% | +$1.18M | ﹤0.01% | 1275 |
|
|
2026
Q1 | $4.8M | Buy |
91,016
+35,695
| +65% | +$1.83M | ﹤0.01% | 1230 |
|
|
2025
Q4 | $2.65M | Buy |
55,321
+16,146
| +41% | +$763K | ﹤0.01% | 1475 |
|
|
2025
Q3 | $1.72M | Buy |
39,175
+4,950
| +14% | +$208K | ﹤0.01% | 1657 |
|
|
2025
Q2 | $1.39M | Buy |
34,225
+3,133
| +10% | +$131K | ﹤0.01% | 1594 |
|
|
2025
Q1 | $1.39M | Buy |
31,092
+4,461
| +17% | +$191K | ﹤0.01% | 1457 |
|
|
2024
Q4 | $1.16M | Buy |
26,631
+1,205
| +5% | +$56.1K | ﹤0.01% | 1532 |
|
|
2024
Q3 | $1.22M | Buy |
25,426
+1,297
| +5% | +$60.7K | ﹤0.01% | 1374 |
|
|
2024
Q2 | $1.04M | Buy |
24,129
+9,995
| +71% | +$431K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $594K | Buy |
14,134
+5,931
| +72% | +$244K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $356K | Buy |
8,203
+1,875
| +30% | +$77.8K | ﹤0.01% | 1967 |
|
|
2023
Q3 | $256K | Sell |
6,328
-2,290
| -27% | -$104K | ﹤0.01% | 2058 |
|
|
2023
Q2 | $404K | Buy |
8,618
+974
| +13% | +$48.2K | ﹤0.01% | 1692 |
|
|
2023
Q1 | $374K | Buy |
+7,644
| New | +$365K | ﹤0.01% | 1663 |
|
|
2018
Q2 | – | Sell |
-5,195
| Closed | -$210K | – | 2150 |
|
|
2018
Q1 | $210K | Buy |
+5,195
| New | +$213K | ﹤0.01% | 1575 |
|
|
2017
Q3 | – | Sell |
-1,036
| Closed | -$47K | – | 3228 |
|
|
2017
Q2 | $47K | Sell |
1,036
-59
| -5% | -$2.72K | ﹤0.01% | 2562 |
|
|
2017
Q1 | $49K | Sell |
1,095
-454
| -29% | -$20K | ﹤0.01% | 2491 |
|
|
2016
Q4 | $67K | Sell |
1,549
-105
| -6% | -$4.43K | ﹤0.01% | 2152 |
|
|
2016
Q3 | $70K | Sell |
1,654
-724
| -30% | -$31.4K | ﹤0.01% | 2109 |
|
|
2016
Q2 | $105K | Buy |
+2,378
| New | +$97K | ﹤0.01% | 1649 |
|
|
2016
Q1 | – | Sell |
-221
| Closed | -$8K | – | 4471 |
|
|
2015
Q4 | $8K | Buy |
221
+170
| +333% | +$6.27K | ﹤0.01% | 3427 |
|
|
2015
Q3 | $2K | Buy |
+51
| New | +$1.8K | ﹤0.01% | 3972 |
|
|
2015
Q2 | – | Sell |
-7
| Closed | – | – | 2498 |
|
|
2015
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 4361 |
|
|
2014
Q4 | $0 | Sell |
7
-1,497
| -100% | -$54.2K | ﹤0.01% | 4303 |
|
|
2014
Q3 | $48K | Buy |
1,504
+1,500
| +37,500% | +$49.8K | ﹤0.01% | 1951 |
|
|
2014
Q2 | $0 | Sell |
4
-100
| -96% | -$3.3K | ﹤0.01% | 3922 |
|
|
2014
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 3267 |
|
|
2013
Q4 | $3K | Sell |
104
-300
| -74% | -$8.82K | ﹤0.01% | 3012 |
|
|
2013
Q3 | $11K | Buy |
404
+300
| +288% | +$8.96K | ﹤0.01% | 2415 |
|
|
2013
Q2 | $3K | Buy |
+104
| New | +$3.23K | ﹤0.01% | 2723 |
|
Other funds holding POR
Creative Planning's POR Position: Q2 2026 in Review
Creative Planning increased its Portland General Electric (POR) stake by 26% in Q2 2026, buying an estimated $1.18M and bringing the position to 114,227 shares worth $5.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1275.
Creative Planning first reported a position in POR in Q2 2013 and has held it in 30 quarters since. 501 funds tracked by Wall St. Rank hold POR as of Q2 2026.
- Creative Planning held 114,227 shares of Portland General Electric worth $5.92M as of Q2 2026.
- Creative Planning bought 23,211 Portland General Electric shares in Q2 2026, an estimated $1.18M.
- Portland General Electric made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1275 holding.
- Creative Planning first reported a position in Portland General Electric in Q2 2013 and has held it in 30 quarters since.
- 501 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.