EWA
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EP Wealth Advisors’s Portland General Electric POR Stock Holding History

EP Wealth 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
Q1 		$632K Sell
11,971
-393
-3% -$20.2K ﹤0.01% 806
2025
Q4 		$593K Buy
+12,364
New +$584K ﹤0.01% 804
2025
Q2 		$478K Sell
11,765
-7
-0.1% -$294 ﹤0.01% 796
2025
Q1 		$525K Buy
11,772
+4,856
+70% +$208K ﹤0.01% 688
2024
Q4 		$302K Buy
+6,916
New +$322K ﹤0.01% 870

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return