Essential Partners
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Essential Partners’s Portland General Electric POR Stock Holding History

Essential Partners’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 		$38.3K Buy
859
+212
+33% +$10.5K 0.02% 701
2026
Q2 		$33.5K Sell
647
-230
-26% -$11.7K 0.02% 726
2026
Q1 		$46.3K Buy
877
+177
+25% +$9.1K 0.02% 621
2025
Q4 		$33.6K Buy
700
+94
+16% +$4.44K 0.01% 728
2025
Q3 		$26.7K Buy
606
+590
+3,688% +$24.8K 0.01% 799
2025
Q2 		$650 Buy
+16
New +$671 ﹤0.01% 1629

Other funds holding POR

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Essential Partners's POR Position: Q3 2026 in Review

Essential Partners increased its Portland General Electric (POR) stake by 33% in Q3 2026, buying an estimated $10.5K and bringing the position to 859 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #701.

Essential Partners first reported a position in POR in Q2 2025 and has held it in 6 quarters since. The position peaked at $46.3K in Q1 2026. 77 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Essential Partners held 859 shares of Portland General Electric worth $38.3K as of Q3 2026.
  • Essential Partners bought 212 Portland General Electric shares in Q3 2026, an estimated $10.5K.
  • Portland General Electric made up 0.02% of Essential Partners's portfolio in Q3 2026, its #701 holding.
  • Essential Partners first reported a position in Portland General Electric in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Portland General Electric position peaked at $46.3K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.