EPW
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Evolve Private Wealth’s Portland General Electric POR Stock Holding History

Evolve 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
Q2 		$260K Buy
4,969
+246
+5% +$12.5K 0.02% 803
2026
Q1 		$249K Buy
4,723
+422
+10% +$21.7K 0.01% 852
2025
Q4 		$209K Buy
+4,301
New +$203K 0.01% 857

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

Evolve Private Wealth's POR Position: Q2 2026 in Review

Evolve Private Wealth increased its Portland General Electric (POR) stake by 5.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,969 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #803.

Evolve Private Wealth first reported a position in POR in Q4 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Evolve Private Wealth held 4,969 shares of Portland General Electric worth $260K as of Q2 2026.
  • Evolve Private Wealth bought 246 Portland General Electric shares in Q2 2026, an estimated $12.5K.
  • Portland General Electric made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #803 holding.
  • Evolve Private Wealth first reported a position in Portland General Electric in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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