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 Q3	$581	Hold	13	–	–	﹤0.01%	1051
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

DiNuzzo Private Wealth's POR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Portland General Electric (POR) position steady in Q3 2026 at 13 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

DiNuzzo Private Wealth first reported a position in POR in Q4 2023 and has held it in 12 quarters since. The position peaked at $687 in Q1 2026. 77 funds tracked by Wall St. Rank hold POR as of Q3 2026.

DiNuzzo Private Wealth held 13 shares of Portland General Electric worth $581 as of Q3 2026.
DiNuzzo Private Wealth left its Portland General Electric share count unchanged in Q3 2026.
Portland General Electric made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1051 holding.
DiNuzzo Private Wealth first reported a position in Portland General Electric in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Portland General Electric position peaked at $687 in Q1 2026.
77 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.