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Integrated Wealth Concepts’s Portland General Electric POR Stock Holding History

Integrated Wealth Concepts’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 		$282K Buy
5,436
+866
+19% +$43.9K ﹤0.01% 2013
2026
Q1 		$241K Buy
+4,570
New +$235K ﹤0.01% 1979

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

Integrated Wealth Concepts's POR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Portland General Electric (POR) stake by 19% in Q2 2026, buying an estimated $43.9K and bringing the position to 5,436 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Integrated Wealth Concepts first reported a position in POR in Q1 2026 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Integrated Wealth Concepts held 5,436 shares of Portland General Electric worth $282K as of Q2 2026.
  • Integrated Wealth Concepts bought 866 Portland General Electric shares in Q2 2026, an estimated $43.9K.
  • Portland General Electric made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2013 holding.
  • Integrated Wealth Concepts first reported a position in Portland General Electric in Q1 2026 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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