Jeppson Wealth Management
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Jeppson Wealth Management’s Portland General Electric POR Stock Holding History

Jeppson Wealth Management’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 		$240K Sell
5,376
-200
-4% -$10K 0.07% 216
2026
Q2 		$289K Sell
5,576
-25
-0.4% -$1.27K 0.09% 192
2026
Q1 		$296K Hold
5,601
– – 0.09% 177
2025
Q4 		$269K Sell
5,601
-100
-2% -$4.72K 0.09% 180
2025
Q3 		$251K Hold
5,701
– – 0.08% 189
2025
Q2 		$232K Sell
5,701
-130
-2% -$5.45K 0.08% 190
2025
Q1 		$260K Hold
5,831
– – 0.1% 170
2024
Q4 		$254K Hold
5,831
– – 0.09% 169
2024
Q3 		$279K Hold
5,831
– – 0.1% 162
2024
Q2 		$252K Hold
5,831
– – 0.1% 168
2024
Q1 		$245K Hold
5,831
– – 0.1% 175
2023
Q4 		$253K Buy
5,831
+50
+0.9% +$2.08K 0.1% 170
2023
Q3 		$234K Sell
5,781
-325
-5% -$14.7K 0.11% 162
2023
Q2 		$286K Hold
6,106
– – 0.12% 151
2023
Q1 		$299K Hold
6,106
– – 0.13% 145
2022
Q4 		$299K Hold
6,106
– – 0.13% 146
2022
Q3 		$265K Hold
6,106
– – 0.12% 153
2022
Q2 		$295K Sell
6,106
-50
-0.8% -$2.49K 0.13% 141
2022
Q1 		$339K Buy
6,156
+25
+0.4% +$1.32K 0.16% 119
2021
Q4 		$324K Hold
6,131
– – 0.16% 116
2021
Q3 		$288K Hold
6,131
– – 0.15% 118
2021
Q2 		$282K Hold
6,131
– – 0.15% 119
2021
Q1 		$291K Buy
6,131
+200
+3% +$8.73K 0.17% 107
2020
Q4 		$254K Buy
5,931
+645
+12% +$26.3K 0.17% 113
2020
Q3 		$188K Buy
+5,286
New +$211K 0.15% 117

Other funds holding POR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Jeppson Wealth Management's POR Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Portland General Electric (POR) stake by 3.6% in Q3 2026, selling an estimated $10K and leaving 5,376 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #216.

Jeppson Wealth Management first reported a position in POR in Q3 2020 and has held it in 25 quarters since. The position peaked at $339K in Q1 2022. 259 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Jeppson Wealth Management held 5,376 shares of Portland General Electric worth $240K as of Q3 2026.
  • Jeppson Wealth Management sold 200 Portland General Electric shares in Q3 2026, an estimated $10K.
  • Portland General Electric made up 0.07% of Jeppson Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Jeppson Wealth Management first reported a position in Portland General Electric in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Portland General Electric position peaked at $339K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.