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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
Q2 		– Sell
-11,971
Closed -$632K – 1845
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's POR Position: Q2 2026 in Review

EP Wealth Advisors sold out of Portland General Electric (POR) in Q2 2026, closing a stake of 11,971 shares — an estimated $632K sold.

EP Wealth Advisors first reported a position in POR in Q4 2024 and held it in 5 quarters. The position peaked at $632K in Q1 2026. 505 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • EP Wealth Advisors reported no remaining Portland General Electric position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 11,971 Portland General Electric shares in Q2 2026, an estimated $632K.
  • EP Wealth Advisors first reported a position in Portland General Electric in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Portland General Electric position peaked at $632K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.