DiNuzzo Private Wealth’s Portland General Electric POR Stock Holding History

DiNuzzo Private Wealth’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	$674	Hold	13	–	–	﹤0.01%	1018
2026 Q1	$687	Hold	13	–	–	﹤0.01%	991
2025 Q4	$624	Hold	13	–	–	﹤0.01%	1021
2025 Q3	$557	Sell	13 -1	-7%	-$42	﹤0.01%	1065
2025 Q2	$569	Buy	14 +1	+8%	+$42	﹤0.01%	1035
2025 Q1	$580	Buy	13 +1	+8%	+$43	﹤0.01%	999
2024 Q4	$524	Hold	12	–	–	﹤0.01%	1067
2024 Q3	$575	Hold	12	–	–	﹤0.01%	1059
2024 Q2	$519	Buy	12 +1	+9%	+$43	﹤0.01%	1028
2024 Q1	$462	Buy	11 +1	+10%	+$41	﹤0.01%	1001
2023 Q4	$434	Buy	+10	New	+$415	﹤0.01%	1032

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