Focus Partners Wealth
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Focus Partners Wealth’s Portland General Electric POR Stock Holding History

Focus Partners 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
Q1 		$784K Buy
14,839
+1,866
+14% +$95.9K ﹤0.01% 1719
2025
Q4 		$623K Buy
12,973
+4,115
+46% +$194K ﹤0.01% 1858
2025
Q3 		$390K Buy
8,858
+1,419
+19% +$59.6K ﹤0.01% 1714
2025
Q2 		$302K Sell
7,439
-1,373
-16% -$57.6K ﹤0.01% 1672
2025
Q1 		$393K Buy
8,812
+1,017
+13% +$43.6K ﹤0.01% 1450
2024
Q4 		$340K Buy
+7,795
New +$363K ﹤0.01% 1493

Other funds holding POR

BlackRock
BlackRock New York $5.72T 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 $124B 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

Focus Partners Wealth's POR Position: Q1 2026 in Review

Focus Partners Wealth increased its Portland General Electric (POR) stake by 14% in Q1 2026, buying an estimated $95.9K and bringing the position to 14,839 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Focus Partners Wealth first reported a position in POR in Q4 2024 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q1 2026.

  • Focus Partners Wealth held 14,839 shares of Portland General Electric worth $784K as of Q1 2026.
  • Focus Partners Wealth bought 1,866 Portland General Electric shares in Q1 2026, an estimated $95.9K.
  • Portland General Electric made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1719 holding.
  • Focus Partners Wealth first reported a position in Portland General Electric in Q4 2024 and has held it in 6 quarters since.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.