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EverSource Wealth Advisors’s Portland General Electric POR Stock Holding History

EverSource 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 		$128K Sell
2,471
-224
-8% -$11.4K ﹤0.01% 1250
2026
Q1 		$142K Buy
2,695
+1,011
+60% +$51.9K ﹤0.01% 1237
2025
Q4 		$80.8K Buy
1,684
+125
+8% +$5.9K ﹤0.01% 1432
2025
Q3 		$68.6K Sell
1,559
-95
-6% -$3.99K ﹤0.01% 1479
2025
Q2 		$67.2K Buy
1,654
+155
+10% +$6.5K ﹤0.01% 1429
2025
Q1 		$66.9K Buy
1,499
+92
+7% +$3.94K ﹤0.01% 1088
2024
Q4 		$61.4K Buy
1,407
+1,096
+352% +$51K ﹤0.01% 1096
2024
Q3 		$14.9K Sell
311
-743
-70% -$34.8K ﹤0.01% 1646
2024
Q2 		$49.9K Buy
1,054
+30
+3% +$1.29K ﹤0.01% 1093
2024
Q1 		$44.3K Sell
1,024
-267
-21% -$11K ﹤0.01% 1030
2023
Q4 		$56K Buy
1,291
+1,087
+533% +$45.1K 0.01% 854
2023
Q3 		$8.24K Sell
204
-806
-80% -$36.5K ﹤0.01% 1498
2023
Q2 		$47.3K Buy
1,010
+15
+2% +$742 0.01% 858
2023
Q1 		$48.6K Hold
995
– – 0.01% 804
2022
Q4 		$48.8K Buy
995
+822
+475% +$38.1K 0.01% 773
2022
Q3 		$8K Sell
173
-983
-85% -$50.3K ﹤0.01% 1207
2022
Q2 		$56K Buy
+1,156
New +$57.5K 0.01% 592

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Portland General Electric (POR) stake by 8.3% in Q2 2026, selling an estimated $11.4K and leaving 2,471 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

EverSource Wealth Advisors first reported a position in POR in Q2 2022 and has held it in 17 quarters since. The position peaked at $142K in Q1 2026. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • EverSource Wealth Advisors held 2,471 shares of Portland General Electric worth $128K as of Q2 2026.
  • EverSource Wealth Advisors sold 224 Portland General Electric shares in Q2 2026, an estimated $11.4K.
  • Portland General Electric made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1250 holding.
  • EverSource Wealth Advisors first reported a position in Portland General Electric in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Portland General Electric position peaked at $142K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.